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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,755 | $82,163-65.0% | $125,358-77.1% | $64,811-55.6% |
| Participation rate | 90.3% | 77.9%+12.4pp | 82.4%+7.9pp | 71.5%+18.8pp |
| Annual return | 3.19% | 3.49%-0.3pp | 572.03%-568.8pp | 32.83%-29.6pp |
| Employer contribution / active EE | $4,334 | $3,616+19.9% | $4,814-10.0% | $2,506+72.9% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |