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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,085 | $113,338-35.5% | $94,993-23.1% | $147,586-50.5% |
| Participation rate | 77.8% | 78.0%-0.2pp | 73.9%+3.9pp | 82.8%-5.1pp |
| Annual return | 21.19% | 20.80%+0.4pp | 27.14%-6.0pp | 578.59%-557.4pp |
| Employer contribution / active EE | $3,889 | $3,160+23.0% | $2,603+49.4% | $4,876-20.3% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |