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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,723 | $183,516-59.8% | $155,534-52.6% | $145,884-49.5% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 10.11% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,557 | $5,315-51.9% | $4,675-45.3% | $4,662-45.2% |
| Participant deferral / active EE | $6,154 | $6,467-4.8% | $5,630+9.3% | $6,690-8.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |