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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,150 | $115,911-67.9% | $100,530-63.0% | $158,950-76.6% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 13.17% | 34.80%-21.6pp | 30.89%-17.7pp | 302.91%-289.7pp |
| Employer contribution / active EE | $2,076 | $4,104-49.4% | $3,418-39.3% | $4,762-56.4% |
| Participant deferral / active EE | $7,365 | $6,676+10.3% | $6,271+17.4% | $5,983+23.1% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |