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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,169 | $149,679-59.8% | $117,039-48.6% | $147,586-59.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 77.2%+2.8pp | 82.8%-2.8pp |
| Annual return | 15.08% | 19.31%-4.2pp | 18.95%-3.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $11,650 | $4,937+136.0% | $3,785+207.8% | $4,876+138.9% |
| Participant deferral / active EE | $10,780 | $4,912+119.5% | $3,929+174.3% | $5,439+98.2% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |