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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,690 | $74,089-54.5% | $133,975-74.9% | $55,167-38.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 27.24% | 12.11%+15.1pp | 29.29%-2.0pp | 169.23%-142.0pp |
| Employer contribution / active EE | $2,424 | $3,064-20.9% | $5,211-53.5% | $1,963+23.5% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |