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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,695 | $108,212-63.3% | $77,513-48.8% | $158,966-75.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.16% | 31.67%-16.5pp | 54.81%-39.6pp | 302.95%-287.8pp |
| Employer contribution / active EE | $151 | $1,325-88.6% | $987-84.7% | $4,762-96.8% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $190 | $3,709-94.9% | $2,859-93.3% | $11,250-98.3% |