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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,262 | $80,731-4.3% | $103,374-25.3% | $74,546+3.6% |
| Participation rate | 98.0% | 65.7%+32.3pp | 74.5%+23.5pp | 67.2%+30.8pp |
| Annual return | 17.52% | 27.56%-10.0pp | 24.89%-7.4pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $1,560 | $3,158-50.6% | $3,869-59.7% | $2,624-40.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |