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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,067 | $76,696-11.3% | $96,538-29.5% | $71,529-4.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 49.97% | 48.32%+1.6pp | 35.74%+14.2pp | 28.97%+21.0pp |
| Employer contribution / active EE | $1,610 | $3,032-46.9% | $3,740-57.0% | $2,590-37.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |