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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,228 | $67,606-10.9% | $82,313-26.8% | $70,124-14.1% |
| Participation rate | 95.7% | 72.8%+23.0pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | 16.53% | 21.57%-5.0pp | 25.88%-9.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,473 | $2,987+83.2% | $3,706+47.7% | $3,332+64.3% |
| Admin fee / account holder | $142 | $4,512-96.9% | $5,608-97.5% | $4,645-96.9% |