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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,959 | $115,814-43.9% | $101,275-35.9% | $158,982-59.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 22.86% | 56.16%-33.3pp | 46.48%-23.6pp | 302.99%-280.1pp |
| Employer contribution / active EE | $1,767 | $4,176-57.7% | $3,660-51.7% | $4,763-62.9% |
| Participant deferral / active EE | $9,635 | $4,958+94.3% | $4,371+120.4% | $5,983+61.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |