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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,932 | $107,666-40.6% | $102,184-37.4% | $154,746-58.7% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 16.14% | 29.33%-13.2pp | 31.58%-15.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,525 | $8,719+9.2% | $8,309+14.6% | $6,730+41.5% |
| Admin fee / account holder | $83 | $12,943-99.4% | $11,609-99.3% | $14,365-99.4% |