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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,285 | $55,453-31.0% | $170,435-77.5% | $62,293-38.5% |
| Participation rate | 95.7% | 66.4%+29.3pp | 83.6%+12.1pp | 69.5%+26.2pp |
| Annual return | 12.41% | 21.38%-9.0pp | 205.94%-193.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $2,458 | $2,164+13.6% | $5,432-54.7% | $2,042+20.4% |
| 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% |