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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,103 | $135,956-62.4% | $123,894-58.8% | $273,972-81.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 13.65% | 56.63%-43.0pp | 47.52%-33.9pp | 41.46%-27.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,587 | $6,343+130.0% | $5,984+143.8% | $5,287+175.9% |
| Admin fee / account holder | $39 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |