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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,461 | $211,288-65.7% | $178,540-59.4% | $145,884-50.3% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.95% | 30.27%-18.3pp | 27.15%-15.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,599 | $4,574-65.0% | $3,953-59.5% | $4,662-65.7% |
| Participant deferral / active EE | $12,100 | $6,967+73.7% | $6,281+92.7% | $6,690+80.9% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |