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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,150 | $115,917-68.0% | $100,535-63.0% | $158,982-76.6% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 13.17% | 34.80%-21.6pp | 30.90%-17.7pp | 302.99%-289.8pp |
| Employer contribution / active EE | $2,076 | $4,105-49.4% | $3,419-39.3% | $4,763-56.4% |
| Participant deferral / active EE | $7,365 | $6,677+10.3% | $6,271+17.4% | $5,983+23.1% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |