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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,607 | $101,618-20.7% | $93,063-13.4% | $137,256-41.3% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 19.70% | 223.95%-204.2pp | 34.15%-14.5pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,798 | $2,707-33.6% | $2,476-27.4% | $4,156-56.7% |
| Participant deferral / active EE | $15,614 | $4,279+264.9% | $3,958+294.5% | $6,407+143.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |