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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,068 | $59,725-51.3% | $68,509-57.6% | - |
| Participation rate | 99.0% | 66.5%+32.5pp | 74.7%+24.3pp | - |
| Annual return | 34.69% | 51.05%-16.4pp | 8.27%+26.4pp | - |
| Employer contribution / active EE | $3,375 | $1,613+109.2% | $2,278+48.2% | - |
| Participant deferral / active EE | $0 | $2,426-100.0% | $3,382-100.0% | - |
| Admin fee / account holder | $0 | $8,564-100.0% | $5,275-100.0% | - |