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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,847 | $79,438-44.8% | $106,551-58.8% | $79,393-44.8% |
| Participation rate | 99.0% | 74.2%+24.9pp | 76.1%+22.9pp | 70.7%+28.3pp |
| Annual return | 90.49% | 18.27%+72.2pp | 26.80%+63.7pp | 116.87%-26.4pp |
| Employer contribution / active EE | $1,306 | $2,235-41.6% | $2,819-53.7% | $2,428-46.2% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,408-100.0% | $627-100.0% |