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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,592 | $162,821-61.6% | $133,978-53.3% | $158,982-60.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 23.44% | 41.95%-18.5pp | 45.10%-21.7pp | 302.99%-279.6pp |
| Employer contribution / active EE | $8,447 | $4,976+69.7% | $3,919+115.5% | $4,763+77.4% |
| Participant deferral / active EE | $5,159 | $5,910-12.7% | $5,047+2.2% | $5,983-13.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |