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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,647 | $143,525-19.4% | $379,746-69.5% | $90,274+28.1% |
| Participation rate | 98.2% | 82.9%+15.3pp | 78.4%+19.8pp | 73.4%+24.9pp |
| Annual return | 15.11% | 18.97%-3.9pp | 34.90%-19.8pp | 53.97%-38.9pp |
| Employer contribution / active EE | $3,519 | $3,201+9.9% | $3,540-0.6% | $2,523+39.4% |
| Participant deferral / active EE | $0 | $5,231-100.0% | $6,024-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $100-100.0% | $7,927-100.0% | $114-100.0% |