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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,240 | $110,337-43.6% | $102,383-39.2% | $145,877-57.3% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 21.47% | 24.83%-3.4pp | 24.94%-3.5pp | 551.28%-529.8pp |
| Employer contribution / active EE | $2,648 | $4,216-37.2% | $3,870-31.6% | $4,663-43.2% |
| Participant deferral / active EE | $4,353 | $5,621-22.5% | $5,060-14.0% | $6,691-34.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |