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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,265 | $98,547-54.1% | $216,567-79.1% | $69,733-35.1% |
| Participation rate | 98.0% | 68.4%+29.6pp | 81.6%+16.3pp | 62.5%+35.5pp |
| Annual return | 27.95% | 14.25%+13.7pp | 12.94%+15.0pp | 15.22%+12.7pp |
| Employer contribution / active EE | $761 | $2,660-71.4% | $5,216-85.4% | $2,250-66.2% |
| Participant deferral / active EE | $0 | $3,496-100.0% | $6,191-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,094-100.0% | $21,981-100.0% | $3,102-100.0% |