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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,210 | $94,436-30.9% | $115,599-43.6% | $82,637-21.1% |
| Participation rate | 97.7% | 70.4%+27.3pp | 74.3%+23.5pp | 68.1%+29.7pp |
| Annual return | 19.08% | 18.37%+0.7pp | 111.10%-92.0pp | 53.51%-34.4pp |
| Employer contribution / active EE | $2,550 | $2,324+9.7% | $2,955-13.7% | $2,552-0.1% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $10,328-100.0% | $12,841-100.0% | $7,339-100.0% |