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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,525 | $80,332-4.7% | $107,187-28.6% | $64,097+19.4% |
| Participation rate | 88.2% | 54.4%+33.8pp | 75.0%+13.2pp | 55.2%+33.0pp |
| Annual return | 15.05% | 24.26%-9.2pp | 204.55%-189.5pp | 34.64%-19.6pp |
| Employer contribution / active EE | $4,336 | $2,501+73.4% | $3,782+14.6% | $1,891+129.2% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $5,096-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,314-100.0% | $9,162-100.0% | $3,454-100.0% |