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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,734 | $41,647-31.0% | $96,171-70.1% | $86,821-66.9% |
| Participation rate | 93.0% | 50.3%+42.7pp | 68.4%+24.6pp | 72.3%+20.7pp |
| Annual return | 17.36% | 27.24%-9.9pp | 192.04%-174.7pp | 97.94%-80.6pp |
| Employer contribution / active EE | $1,464 | $1,328+10.2% | $2,799-47.7% | $2,406-39.2% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,350-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,538-100.0% | $170-100.0% |