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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,241 | $74,089-55.1% | $133,975-75.2% | $55,167-39.7% |
| Participation rate | 99.0% | 84.3%+14.7pp | 87.1%+11.9pp | 69.0%+30.0pp |
| Annual return | 15.13% | 12.11%+3.0pp | 29.29%-14.2pp | 169.23%-154.1pp |
| Employer contribution / active EE | $1,387 | $3,064-54.7% | $5,211-73.4% | $1,963-29.3% |
| 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% |