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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,303 | $81,358-23.4% | $155,556-59.9% | $80,959-23.0% |
| Participation rate | 88.4% | 66.3%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 10.80% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $4,772 | $3,106+53.6% | $4,675+2.1% | $2,757+73.1% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6 | $7,994-99.9% | $15,885-100.0% | $6,925-99.9% |