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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,940 | $87,132-1.4% | $105,624-18.6% | $80,959+6.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 14.89% | 17.03%-2.1pp | 116.20%-101.3pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,632 | $2,397+9.8% | $3,168-16.9% | $2,757-4.6% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,449-100.0% | $10,961-100.0% | $6,925-100.0% |