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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,932 | $100,970-36.7% | $96,576-33.8% | $137,256-53.4% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 16.14% | 38.16%-22.0pp | 38.47%-22.3pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,525 | $8,286+14.9% | $7,956+19.7% | $6,407+48.7% |
| Admin fee / account holder | $83 | $11,312-99.3% | $11,381-99.3% | $12,270-99.3% |