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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,192 | $55,453-41.9% | $170,435-81.1% | $62,293-48.3% |
| Participation rate | 86.0% | 66.4%+19.7pp | 83.6%+2.4pp | 69.5%+16.5pp |
| Annual return | 13.94% | 21.38%-7.4pp | 205.94%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $4,758 | $2,164+119.9% | $5,432-12.4% | $2,042+133.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |