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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,658 | $129,227-17.5% | $184,260-42.1% | $77,736+37.2% |
| Participation rate | 96.8% | 87.4%+9.5pp | 86.8%+10.0pp | 70.6%+26.3pp |
| Annual return | 24.75% | 33.24%-8.5pp | 28.84%-4.1pp | 31.26%-6.5pp |
| Employer contribution / active EE | $2,072 | $4,412-53.0% | $6,427-67.8% | $2,728-24.0% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,898-100.0% | $433-100.0% |