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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,344 | $69,383-2.9% | $101,275-33.5% | $73,497-8.4% |
| Participation rate | 97.2% | 68.4%+28.8pp | 75.8%+21.4pp | 70.7%+26.5pp |
| Annual return | 73.70% | 18.46%+55.2pp | 46.48%+27.2pp | 28.51%+45.2pp |
| Employer contribution / active EE | $2,538 | $2,628-3.4% | $3,660-30.6% | $2,270+11.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |