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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,362 | $83,023-2.0% | $102,437-20.6% | $77,762+4.6% |
| Participation rate | 96.8% | 71.5%+25.3pp | 74.5%+22.3pp | 70.6%+26.2pp |
| Annual return | 73.01% | 19.12%+53.9pp | 24.95%+48.1pp | 31.27%+41.7pp |
| Employer contribution / active EE | $1,176 | $3,552-66.9% | $3,871-69.6% | $2,728-56.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |