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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,422 | $61,166-38.8% | $185,849-79.9% | $79,391-52.9% |
| Participation rate | 95.0% | 66.6%+28.3pp | 81.7%+13.3pp | 70.7%+24.3pp |
| Annual return | 18.06% | 19.45%-1.4pp | 122.10%-104.0pp | 116.88%-98.8pp |
| Employer contribution / active EE | $608 | $2,321-73.8% | $5,169-88.2% | $2,428-75.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,244-100.0% | $627-100.0% |