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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,404 | $77,677-23.5% | $109,173-45.6% | $79,391-25.2% |
| Participation rate | 96.4% | 67.8%+28.6pp | 75.9%+20.5pp | 70.7%+25.7pp |
| Annual return | 17.04% | 23.44%-6.4pp | 25.75%-8.7pp | 116.88%-99.8pp |
| Employer contribution / active EE | $2,400 | $2,798-14.2% | $3,723-35.5% | $2,428-1.1% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |