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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,901 | $128,603-58.9% | $197,124-73.2% | $67,986-22.2% |
| Participation rate | 99.1% | 81.7%+17.4pp | 86.7%+12.4pp | 57.2%+41.9pp |
| Annual return | 15.76% | 23.77%-8.0pp | 44.34%-28.6pp | 31.67%-15.9pp |
| Employer contribution / active EE | $2,212 | $4,379-49.5% | $6,227-64.5% | $2,019+9.6% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $9,135-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,035-100.0% | $16,298-100.0% | $3,203-100.0% |