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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,631 | $61,390+11.8% | $112,228-38.8% | $75,177-8.7% |
| Participation rate | 92.7% | 61.6%+31.0pp | 72.4%+20.3pp | 67.2%+25.5pp |
| Annual return | 17.27% | 28.47%-11.2pp | 30.23%-13.0pp | 160.75%-143.5pp |
| Employer contribution / active EE | $2,472 | $2,015+22.7% | $3,432-28.0% | $2,671-7.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $36 | $4,862-99.2% | $7,752-99.5% | $5,651-99.4% |