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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,466 | $115,917-48.7% | $100,535-40.9% | $158,982-62.6% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 26.09% | 34.80%-8.7pp | 30.90%-4.8pp | 302.99%-276.9pp |
| Employer contribution / active EE | $3,329 | $4,105-18.9% | $3,419-2.6% | $4,763-30.1% |
| Participant deferral / active EE | $6,185 | $6,677-7.4% | $6,271-1.4% | $5,983+3.4% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |