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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,216 | $157,296-36.9% | $141,191-29.7% | $152,897-35.1% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 22.62% | 64.34%-41.7pp | 71.41%-48.8pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,993 | $5,262-62.1% | $4,736-57.9% | $4,764-58.2% |
| Participant deferral / active EE | $9,598 | $7,111+35.0% | $6,710+43.0% | $5,851+64.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |