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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,065 | $87,059-13.8% | $105,608-28.9% | $80,925-7.2% |
| Participation rate | 75.6% | 70.4%+5.2pp | 75.3%+0.3pp | 67.7%+8.0pp |
| Annual return | 21.06% | 17.05%+4.0pp | 116.50%-95.4pp | 35.65%-14.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,443-100.0% | $11,028-100.0% | $6,940-100.0% |