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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,931 | $46,072-4.6% | $69,779-37.0% | $55,167-20.4% |
| Participation rate | 97.4% | 67.5%+29.9pp | 71.8%+25.6pp | 69.0%+28.4pp |
| Annual return | 35.71% | 8.68%+27.0pp | 12.99%+22.7pp | 169.23%-133.5pp |
| Employer contribution / active EE | $3,422 | $1,500+128.1% | $2,338+46.4% | $1,963+74.4% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |