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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,776 | $50,919-14.0% | $155,556-71.9% | $77,762-43.7% |
| Participation rate | 99.7% | 63.1%+36.6pp | 78.2%+21.4pp | 70.6%+29.1pp |
| Annual return | 28.46% | 34.84%-6.4pp | 64.84%-36.4pp | 31.27%-2.8pp |
| Employer contribution / active EE | $965 | $1,991-51.6% | $4,675-79.4% | $2,728-64.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |