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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,004 | $49,763+32.6% | $70,565-6.5% | $74,473-11.4% |
| Participation rate | 95.7% | 64.6%+31.1pp | 68.4%+27.4pp | 70.7%+25.0pp |
| Annual return | 18.51% | 21.21%-2.7pp | 32.79%-14.3pp | 34.36%-15.9pp |
| Employer contribution / active EE | $1,124 | $1,776-36.7% | $2,976-62.2% | $2,638-57.4% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $4,568-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $316-99.9% | $6,430-100.0% | $347-99.9% |