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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,406 | $36,002+3.9% | $161,489-76.8% | $64,728-42.2% |
| Participation rate | 98.1% | 57.4%+40.6pp | 78.7%+19.4pp | 57.9%+40.2pp |
| Annual return | 11.44% | 33.93%-22.5pp | 89.72%-78.3pp | 49.38%-37.9pp |
| Employer contribution / active EE | $2,935 | $1,380+112.7% | $4,268-31.2% | $2,243+30.9% |
| Participant deferral / active EE | $0 | $1,815-100.0% | $5,630-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $931-100.0% | $16,006-100.0% | $1,145-100.0% |