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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,303 | $81,233-23.3% | $155,567-60.0% | $80,874-23.0% |
| Participation rate | 88.4% | 66.2%+22.2pp | 78.2%+10.2pp | 67.6%+20.8pp |
| Annual return | 10.80% | 33.33%-22.5pp | 64.74%-53.9pp | 35.62%-24.8pp |
| Employer contribution / active EE | $4,772 | $3,101+53.9% | $4,674+2.1% | $2,756+73.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6 | $7,998-99.9% | $15,916-100.0% | $6,935-99.9% |