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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,754 | $89,652-17.7% | $141,197-47.8% | $65,186+13.1% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+17.0pp | 70.2%+29.2pp |
| Annual return | 20.46% | 32.79%-12.3pp | 71.41%-50.9pp | 29.39%-8.9pp |
| Employer contribution / active EE | $4,237 | $3,065+38.3% | $4,736-10.5% | $2,177+94.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |