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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,920 | $95,438-44.6% | $135,982-61.1% | $74,473-28.9% |
| Participation rate | 84.3% | 78.2%+6.0pp | 81.9%+2.3pp | 70.7%+13.5pp |
| Annual return | 38.90% | 32.61%+6.3pp | 68.32%-29.4pp | 34.36%+4.5pp |
| Employer contribution / active EE | $1,280 | $3,878-67.0% | $4,859-73.6% | $2,638-51.5% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |