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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,170 | $162,967-66.8% | $135,792-60.1% | $138,895-61.0% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.6%+2.4pp | 79.9%-4.9pp |
| Annual return | 19.41% | 30.08%-10.7pp | 25.96%-6.5pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,875 | $4,211-55.5% | $3,496-46.4% | $4,194-55.3% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |