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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,431 | $74,089-56.2% | $133,975-75.8% | $55,167-41.2% |
| Participation rate | 99.4% | 84.3%+15.1pp | 87.1%+12.4pp | 69.0%+30.4pp |
| Annual return | 18.90% | 12.11%+6.8pp | 29.29%-10.4pp | 169.23%-150.3pp |
| Employer contribution / active EE | $1,724 | $3,064-43.7% | $5,211-66.9% | $1,963-12.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $13 | $458-97.2% | $9,324-99.9% | $504-97.4% |