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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,699 | $156,398-70.8% | $147,318-69.0% | $138,895-67.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 17.34% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,021 | $4,853-58.4% | $4,593-56.0% | $4,194-51.8% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |