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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,445 | $209,336-64.4% | $197,124-62.2% | $137,256-45.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.21% | 48.09%-31.9pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,992 | $6,591-69.8% | $6,227-68.0% | $4,156-52.1% |
| Participant deferral / active EE | $5,911 | $9,614-38.5% | $9,135-35.3% | $6,407-7.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |