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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,265 | $94,699-52.2% | $185,441-75.6% | $65,306-30.7% |
| Participation rate | 98.0% | 64.2%+33.8pp | 80.3%+17.7pp | 57.7%+40.3pp |
| Annual return | 27.95% | 16.71%+11.2pp | 20.16%+7.8pp | 21.94%+6.0pp |
| Employer contribution / active EE | $761 | $2,381-68.0% | $4,672-83.7% | $1,967-61.3% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $6,152-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $4,797-100.0% | $17,890-100.0% | $3,480-100.0% |