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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,461 | $211,224-65.7% | $178,505-59.4% | $145,897-50.3% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.95% | 30.28%-18.3pp | 27.16%-15.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,599 | $4,577-65.1% | $3,955-59.6% | $4,663-65.7% |
| Participant deferral / active EE | $12,100 | $6,966+73.7% | $6,280+92.7% | $6,689+80.9% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |