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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,023 | $45,087+75.3% | $69,483+13.7% | $72,976+8.3% |
| Participation rate | 81.6% | 68.5%+13.1pp | 74.6%+7.0pp | 69.5%+12.1pp |
| Annual return | 15.19% | 22.67%-7.5pp | 28.99%-13.8pp | 81.02%-65.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,032 | $2,603+16.5% | $3,537-14.3% | $3,608-16.0% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |