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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,059 | $43,466-35.4% | $90,970-69.2% | $90,274-68.9% |
| Participation rate | 86.0% | 62.5%+23.6pp | 69.0%+17.0pp | 73.4%+12.7pp |
| Annual return | 34.50% | 25.26%+9.2pp | 134.58%-100.1pp | 53.97%-19.5pp |
| Employer contribution / active EE | $1,648 | $840+96.2% | $2,122-22.4% | $2,523-34.7% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $5,960-100.0% | $114-100.0% |