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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,289 | $212,386-66.4% | $199,883-64.3% | $138,895-48.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 12.67% | 47.75%-35.1pp | 43.81%-31.1pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,770 | $6,625-58.2% | $6,261-55.8% | $4,194-33.9% |
| Participant deferral / active EE | $5,140 | $9,617-46.6% | $9,138-43.8% | $6,396-19.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |