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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,365 | $104,650+51.3% | $83,854+88.9% | $155,188+2.0% |
| Participation rate | 0.0% | 65.1%-65.1pp | 59.1%-59.1pp | 80.8%-80.8pp |
| Annual return | 3.01% | 28.97%-26.0pp | 31.39%-28.4pp | 148.84%-145.8pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $145 | $3,518-95.9% | $3,197-95.5% | $14,480-99.0% |