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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,392 | $90,486-31.0% | $78,676-20.7% | $273,972-77.2% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 9.91% | 75.62%-65.7pp | 62.19%-52.3pp | 41.46%-31.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,099 | $3,901+56.3% | $3,517+73.4% | $5,287+15.4% |
| Admin fee / account holder | $21 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |