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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,177 | $75,183-41.2% | $123,894-64.3% | $55,167-19.9% |
| Participation rate | 90.9% | 72.8%+18.1pp | 81.4%+9.5pp | 69.0%+21.9pp |
| Annual return | 7.32% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $4,004 | $2,823+41.8% | $4,617-13.3% | $1,963+104.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |