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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,046 | $34,634+93.6% | $77,100-13.0% | $64,824+3.4% |
| Participation rate | 100.0% | 49.8%+50.2pp | 67.9%+32.1pp | 71.5%+28.5pp |
| Annual return | 12.63% | -5.31%+17.9pp | 42.35%-29.7pp | 32.84%-20.2pp |
| Employer contribution / active EE | $4,275 | $1,385+208.7% | $2,815+51.9% | $2,507+70.5% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $4,430-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $178-100.0% | $5,443-100.0% | $188-100.0% |