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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,919 | $46,599+30.7% | $64,101-5.0% | $75,173-19.0% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 18.18% | 26.06%-7.9pp | 33.72%-15.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $2,713 | $1,975+37.3% | $2,749-1.3% | $2,671+1.6% |
| Participant deferral / active EE | $4,844 | $2,837+70.8% | $3,881+24.8% | $4,126+17.4% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |