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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,903 | $46,423-16.2% | $75,900-48.7% | $67,582-42.4% |
| Participation rate | 96.8% | 63.1%+33.7pp | 69.3%+27.5pp | 71.3%+25.5pp |
| Annual return | 39.11% | 32.29%+6.8pp | 30.73%+8.4pp | 378.57%-339.5pp |
| Employer contribution / active EE | $281 | $1,406-80.0% | $2,501-88.8% | $2,148-86.9% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,539-100.0% |
| Admin fee / account holder | $29 | $132-78.2% | $5,421-99.5% | $142-79.8% |