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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,071 | $165,381-63.7% | $149,730-59.9% | $158,966-62.2% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 24.81% | 348.29%-323.5pp | 276.70%-251.9pp | 302.95%-278.1pp |
| Employer contribution / active EE | $1,738 | $5,104-65.9% | $4,645-62.6% | $4,762-63.5% |
| Participant deferral / active EE | $6,543 | $7,182-8.9% | $6,843-4.4% | $5,983+9.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |