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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,353 | $162,785-46.3% | $133,959-34.8% | $158,950-45.0% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 7.95% | 41.94%-34.0pp | 45.09%-37.1pp | 302.91%-295.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,276 | $5,910-44.6% | $5,047-35.1% | $5,983-45.2% |
| Admin fee / account holder | $224 | $11,738-98.1% | $8,928-97.5% | $11,248-98.0% |