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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,412 | $50,498-25.9% | $75,784-50.6% | $55,191-32.2% |
| Participation rate | 90.7% | 69.4%+21.3pp | 75.8%+14.9pp | 69.2%+21.6pp |
| Annual return | 42.39% | 1.80%+40.6pp | 9.68%+32.7pp | 10.78%+31.6pp |
| Employer contribution / active EE | $1,306 | $2,291-43.0% | $3,323-60.7% | $1,899-31.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,300-100.0% | $91-100.0% |