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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,283 | $106,230+29.2% | $80,977+69.5% | - |
| Participation rate | 0.0% | 59.7%-59.7pp | 75.8%-75.8pp | - |
| Annual return | 4.70% | 1.70%+3.0pp | 17.11%-12.4pp | - |
| Employer contribution / active EE | $0 | $1,571-100.0% | $3,715-100.0% | - |
| Participant deferral / active EE | $0 | $3,737-100.0% | $5,696-100.0% | - |
| Admin fee / account holder | $0 | $5,451-100.0% | $5,517-100.0% | - |