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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,672 | $117,904-35.0% | $102,457-25.2% | $145,978-47.5% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 8.77% | 31.80%-23.0pp | 29.41%-20.6pp | 550.52%-541.7pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,949 | $5,733-66.0% | $5,054-61.4% | $6,690-70.9% |
| Admin fee / account holder | $174 | $13,329-98.7% | $9,451-98.2% | $13,400-98.7% |