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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,285 | $110,240-41.7% | $96,544-33.4% | $139,487-53.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 19.19% | 26.41%-7.2pp | 25.88%-6.7pp | 373.84%-354.7pp |
| Employer contribution / active EE | $2,956 | $3,622-18.4% | $2,966-0.4% | $4,755-37.8% |
| Participant deferral / active EE | $5,221 | $5,549-5.9% | $4,851+7.6% | $6,713-22.2% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |