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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,986 | $72,272-30.8% | $101,264-50.6% | $79,858-37.4% |
| Participation rate | 96.0% | 68.5%+27.5pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | 16.16% | 22.30%-6.1pp | 46.48%-30.3pp | 31.72%-15.6pp |
| Employer contribution / active EE | $4,030 | $2,692+49.7% | $3,660+10.1% | $2,471+63.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,947-100.0% | $5,306-100.0% |