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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,240 | $110,483-2.0% | $145,433-25.6% | $79,634+35.9% |
| Participation rate | 92.0% | 71.1%+20.9pp | 82.1%+9.9pp | 62.5%+29.5pp |
| Annual return | 38.48% | 24.62%+13.9pp | 66.58%-28.1pp | 36.46%+2.0pp |
| Employer contribution / active EE | $3,069 | $4,053-24.3% | $4,554-32.6% | $2,529+21.3% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $680-100.0% | $13,129-100.0% | $1,002-100.0% |