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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,303 | $81,276-23.3% | $155,574-60.0% | $80,925-23.0% |
| Participation rate | 88.4% | 66.2%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 10.80% | 33.36%-22.6pp | 64.87%-54.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $4,772 | $3,103+53.8% | $4,676+2.1% | $2,756+73.1% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6 | $7,993-99.9% | $15,914-100.0% | $6,940-99.9% |