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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,770 | $82,188-49.2% | $125,391-66.7% | $64,824-35.6% |
| Participation rate | 83.2% | 77.9%+5.3pp | 82.4%+0.8pp | 71.5%+11.7pp |
| Annual return | 10.10% | 3.50%+6.6pp | 572.41%-562.3pp | 32.84%-22.7pp |
| Employer contribution / active EE | $1,464 | $3,617-59.5% | $4,816-69.6% | $2,507-41.6% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |