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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,628 | $51,466-24.9% | $78,778-51.0% | $62,293-38.0% |
| Participation rate | 98.8% | 59.8%+39.0pp | 69.2%+29.6pp | 69.5%+29.2pp |
| Annual return | 73.85% | 19.96%+53.9pp | 35.62%+38.2pp | 28.90%+45.0pp |
| Employer contribution / active EE | $822 | $827-0.6% | $1,986-58.6% | $2,042-59.8% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $7 | $489-98.7% | $5,134-99.9% | $479-98.6% |