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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,514 | $110,212-29.7% | $96,534-19.7% | $139,466-44.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 20.30% | 26.42%-6.1pp | 25.88%-5.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,772 | $5,547+4.1% | $4,851+19.0% | $6,712-14.0% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |