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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,332 | $64,286-41.9% | $90,970-59.0% | $73,412-49.1% |
| Participation rate | 98.2% | 63.6%+34.6pp | 69.0%+29.2pp | 72.2%+26.0pp |
| Annual return | 30.39% | 21.46%+8.9pp | 134.60%-104.2pp | 59.30%-28.9pp |
| Employer contribution / active EE | $3,797 | $895+324.5% | $2,122+79.0% | $2,234+70.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $287-99.9% | $5,961-100.0% | $158-99.8% |