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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,732 | $89,465+74.1% | $165,100-5.7% | $77,762+100.3% |
| Participation rate | 99.2% | 78.6%+20.5pp | 78.6%+20.6pp | 70.6%+28.6pp |
| Annual return | 15.93% | 28.86%-12.9pp | 70.21%-54.3pp | 31.27%-15.3pp |
| Employer contribution / active EE | $1,250 | $2,565-51.3% | $4,348-71.3% | $2,728-54.2% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |