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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,979 | $107,666-55.4% | $102,184-53.0% | $154,746-69.0% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 22.60% | 29.33%-6.7pp | 31.58%-9.0pp | 172.34%-149.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,640 | $8,719+56.4% | $8,309+64.2% | $6,730+102.7% |
| Admin fee / account holder | $170 | $12,943-98.7% | $11,609-98.5% | $14,365-98.8% |