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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,094 | $54,245-16.9% | $93,727-51.9% | $77,762-42.0% |
| Participation rate | 92.6% | 63.9%+28.7pp | 68.7%+23.9pp | 70.6%+22.0pp |
| Annual return | 14.35% | 30.58%-16.2pp | 133.83%-119.5pp | 31.27%-16.9pp |
| Employer contribution / active EE | $4,632 | $1,168+296.7% | $2,421+91.3% | $2,728+69.8% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |