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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,210 | $94,031-30.6% | $115,768-43.7% | $82,448-20.9% |
| Participation rate | 97.7% | 70.4%+27.3pp | 74.4%+23.3pp | 68.1%+29.7pp |
| Annual return | 19.08% | 20.61%-1.5pp | 100.46%-81.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,550 | $2,323+9.7% | $2,940-13.3% | $2,5510% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $12,439-100.0% | $7,234-100.0% |