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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,012 | $111,608-32.8% | $177,840-57.8% | $73,412+2.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 21.43% | 18.23%+3.2pp | 48.32%-26.9pp | 59.30%-37.9pp |
| Employer contribution / active EE | $2,234 | $3,796-41.1% | $5,919-62.2% | $2,2340% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,431-100.0% | $158-100.0% |