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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,220 | $62,715+12.0% | $104,301-32.7% | $66,938+4.9% |
| Participation rate | 97.0% | 59.6%+37.5pp | 73.3%+23.8pp | 69.8%+27.2pp |
| Annual return | 34.50% | -14.70%+49.2pp | 24.61%+9.9pp | 1.58%+32.9pp |
| Employer contribution / active EE | $2,480 | $1,976+25.5% | $3,373-26.5% | $2,545-2.6% |
| Participant deferral / active EE | $0 | $2,852-100.0% | $4,626-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $657-100.0% | $7,340-100.0% | $594-100.0% |