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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,421 | $88,324-69.0% | $115,038-76.2% | $55,191-50.3% |
| Participation rate | 90.6% | 72.5%+18.1pp | 81.4%+9.2pp | 69.2%+21.4pp |
| Annual return | 12.15% | 6.30%+5.9pp | 26.14%-14.0pp | 10.78%+1.4pp |
| Employer contribution / active EE | $1,529 | $2,805-45.5% | $4,608-66.8% | $1,899-19.5% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |