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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,023 | $227,291-69.6% | $214,702-67.9% | $155,188-55.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 56.14% | 60.08%-3.9pp | 54.55%+1.6pp | 148.84%-92.7pp |
| Employer contribution / active EE | $4,111 | $6,772-39.3% | $6,461-36.4% | $4,248-3.2% |
| Participant deferral / active EE | $11,905 | $9,582+24.2% | $9,147+30.2% | $6,531+82.3% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |