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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,240 | $112,596-3.9% | $152,301-28.9% | $64,728+67.2% |
| Participation rate | 92.0% | 63.6%+28.4pp | 82.4%+9.5pp | 57.9%+34.1pp |
| Annual return | 38.48% | 23.76%+14.7pp | 80.50%-42.0pp | 49.38%-10.9pp |
| Employer contribution / active EE | $3,069 | $3,716-17.4% | $4,624-33.6% | $2,243+36.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $996-100.0% | $14,398-100.0% | $1,145-100.0% |