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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,139 | $197,637-62.5% | $177,848-58.3% | $158,982-53.4% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 22.13% | 58.77%-36.6pp | 48.33%-26.2pp | 302.99%-280.9pp |
| Employer contribution / active EE | $2,065 | $6,698-69.2% | $5,919-65.1% | $4,763-56.7% |
| Participant deferral / active EE | $8,347 | $8,405-0.7% | $7,714+8.2% | $5,983+39.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |