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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,914 | $61,391+13.9% | $149,723-53.3% | $71,529-2.3% |
| Participation rate | 90.1% | 62.5%+27.6pp | 78.8%+11.3pp | 67.9%+22.1pp |
| Annual return | 24.46% | 35.88%-11.4pp | 134.50%-110.0pp | 28.97%-4.5pp |
| Employer contribution / active EE | $1,653 | $2,384-30.7% | $4,821-65.7% | $2,590-36.2% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |