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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,982 | $72,303-47.5% | $86,698-56.2% | $64,824-41.4% |
| Participation rate | 98.8% | 80.4%+18.4pp | 76.6%+22.2pp | 71.5%+27.4pp |
| Annual return | 6.81% | 392.77%-386.0pp | 35.96%-29.2pp | 32.84%-26.0pp |
| Employer contribution / active EE | $1,562 | $2,393-34.7% | $2,837-44.9% | $2,507-37.7% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |