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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,647 | $52,884+20.4% | $84,753-24.9% | $55,167+15.4% |
| Participation rate | 83.2% | 67.5%+15.7pp | 76.6%+6.6pp | 69.0%+14.2pp |
| Annual return | 8.26% | 18.03%-9.8pp | 22.78%-14.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,044 | $2,644+90.8% | $3,712+35.9% | $3,054+65.1% |
| Admin fee / account holder | $130 | $581-77.6% | $5,333-97.6% | $504-74.2% |