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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,448 | $76,696-18.6% | $96,538-35.3% | $71,529-12.7% |
| Participation rate | 98.4% | 66.6%+31.8pp | 74.3%+24.1pp | 67.9%+30.5pp |
| Annual return | 37.94% | 48.32%-10.4pp | 35.74%+2.2pp | 28.97%+9.0pp |
| Employer contribution / active EE | $1,277 | $3,032-57.9% | $3,740-65.9% | $2,590-50.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |