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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,485 | $166,271-40.8% | $147,318-33.1% | $166,271-40.8% |
| Participation rate | 79.1% | 79.1%0pp | 82.1%-3.0pp | 79.1%0pp |
| Annual return | 13.48% | 15.58%-2.1pp | 70.43%-57.0pp | 15.58%-2.1pp |
| Employer contribution / active EE | $9,472 | $4,136+129.0% | $4,593+106.2% | $4,136+129.0% |
| Participant deferral / active EE | $0 | $7,214-100.0% | $7,906-100.0% | $7,214-100.0% |
| Admin fee / account holder | $0 | $445-100.0% | $13,708-100.0% | $445-100.0% |