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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,158 | $73,532-50.8% | $178,505-79.7% | $74,478-51.5% |
| Participation rate | 97.5% | 66.6%+30.9pp | 77.1%+20.4pp | 67.2%+30.3pp |
| Annual return | 19.28% | 17.49%+1.8pp | 27.16%-7.9pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $1,107 | $2,221-50.1% | $3,955-72.0% | $2,626-57.8% |
| Participant deferral / active EE | $0 | $4,519-100.0% | $6,280-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,813-100.0% | $10,428-100.0% | $1,946-100.0% |