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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,514 | $83,090+7.7% | $130,062-31.2% | $71,529+25.1% |
| Participation rate | 99.3% | 74.1%+25.2pp | 78.5%+20.8pp | 67.9%+31.4pp |
| Annual return | 25.04% | 20.61%+4.4pp | -137.37%+162.4pp | 28.97%-3.9pp |
| Employer contribution / active EE | $1,586 | $2,624-39.5% | $4,322-63.3% | $2,590-38.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |