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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,265 | $91,760-50.7% | $156,181-71.0% | $67,986-33.4% |
| Participation rate | 98.0% | 65.0%+33.0pp | 78.8%+19.1pp | 57.2%+40.8pp |
| Annual return | 27.95% | 18.14%+9.8pp | 64.87%-36.9pp | 31.67%-3.7pp |
| Employer contribution / active EE | $761 | $2,419-68.5% | $4,294-82.3% | $2,019-62.3% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,949-100.0% | $14,586-100.0% | $3,203-100.0% |