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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,522 | $157,304-65.3% | $141,197-61.4% | $152,909-64.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.89% | 64.34%-43.5pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,703 | $5,263-67.6% | $4,736-64.0% | $4,764-64.3% |
| Participant deferral / active EE | $7,646 | $7,111+7.5% | $6,710+13.9% | $5,851+30.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |