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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,455 | $54,245+28.0% | $93,727-25.9% | $77,762-10.7% |
| Participation rate | 74.5% | 63.9%+10.5pp | 68.7%+5.8pp | 70.6%+3.9pp |
| Annual return | 28.14% | 30.58%-2.4pp | 133.83%-105.7pp | 31.27%-3.1pp |
| Employer contribution / active EE | $3,159 | $1,168+170.6% | $2,421+30.5% | $2,728+15.8% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |