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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,265 | $140,592-50.0% | $123,105-42.9% | $125,389-44.0% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -3.12% | 16.80%-19.9pp | 13.22%-16.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,642 | $6,041-56.3% | $5,151-48.7% | $4,866-45.7% |
| Participant deferral / active EE | $12,010 | $6,980+72.1% | $6,229+92.8% | $5,352+124.4% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |