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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,676 | $43,749-20.7% | $158,223-78.1% | $65,306-46.9% |
| Participation rate | 100.0% | 56.9%+43.1pp | 79.2%+20.8pp | 57.7%+42.3pp |
| Annual return | 12.86% | 19.41%-6.5pp | 52.09%-39.2pp | 21.94%-9.1pp |
| Employer contribution / active EE | $2,646 | $1,497+76.7% | $4,109-35.6% | $1,967+34.5% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $1,930-100.0% | $16,047-100.0% | $3,480-100.0% |