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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,614 | $185,905-62.6% | $170,057-59.1% | $139,487-50.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 23.09% | 60.56%-37.5pp | 53.42%-30.3pp | 373.84%-350.8pp |
| Employer contribution / active EE | $3,527 | $7,597-53.6% | $6,790-48.1% | $4,755-25.8% |
| Participant deferral / active EE | $10,644 | $11,627-8.4% | $10,411+2.2% | $6,713+58.6% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |