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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,804 | $53,254-44.0% | $155,574-80.8% | $199,921-85.1% |
| Participation rate | 89.9% | 64.1%+25.7pp | 78.2%+11.7pp | 72.0%+17.9pp |
| Annual return | 12.76% | 41.18%-28.4pp | 64.87%-52.1pp | 34.28%-21.5pp |
| Employer contribution / active EE | $4,582 | $1,848+148.0% | $4,676-2.0% | $3,035+50.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,914-100.0% | $269-100.0% |