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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,517 | $89,465+7.9% | $165,071-41.5% | $77,736+24.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 13.75% | 28.86%-15.1pp | 70.17%-56.4pp | 31.26%-17.5pp |
| Employer contribution / active EE | $3,838 | $2,565+49.6% | $4,347-11.7% | $2,728+40.7% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,695-100.0% | $433-100.0% |