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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,090 | $114,013-42.9% | $103,693-37.2% | $155,188-58.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 20.17% | 49.31%-29.1pp | 47.61%-27.4pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,019 | $3,131-3.6% | $2,920+3.4% | $4,248-28.9% |
| Participant deferral / active EE | $3,775 | $4,970-24.0% | $4,579-17.6% | $6,531-42.2% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |