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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,636 | $63,365+5.2% | $91,994-27.6% | $72,975-8.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 26.86% | 35.35%-8.5pp | 69.04%-42.2pp | 81.01%-54.2pp |
| Employer contribution / active EE | $968 | $2,116-54.3% | $3,453-72.0% | $2,440-60.3% |
| Participant deferral / active EE | $5,699 | $4,883+16.7% | $5,924-3.8% | $3,608+58.0% |
| Admin fee / account holder | $0 | $4,670-100.0% | $7,744-100.0% | $5,124-100.0% |