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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,158 | $73,459-50.8% | $178,528-79.7% | $74,429-51.4% |
| Participation rate | 97.5% | 66.5%+30.9pp | 77.1%+20.4pp | 67.2%+30.3pp |
| Annual return | 19.28% | 17.50%+1.8pp | 27.11%-7.8pp | 1368.38%-1349.1pp |
| Employer contribution / active EE | $1,107 | $2,219-50.1% | $3,950-72.0% | $2,625-57.8% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $6,278-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,812-100.0% | $10,419-100.0% | $1,944-100.0% |