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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,265 | $95,904-52.8% | $173,730-73.9% | $64,340-29.6% |
| Participation rate | 98.0% | 60.6%+37.3pp | 79.6%+18.4pp | 55.2%+42.7pp |
| Annual return | 27.95% | 17.47%+10.5pp | 19.96%+8.0pp | 24.14%+3.8pp |
| Employer contribution / active EE | $761 | $2,323-67.2% | $4,577-83.4% | $1,862-59.1% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,089-100.0% | $17,523-100.0% | $3,703-100.0% |