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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,141 | $211,288-67.8% | $178,540-61.8% | $145,884-53.3% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 15.43% | 30.27%-14.8pp | 27.15%-11.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $5,201 | $4,574+13.7% | $3,953+31.6% | $4,662+11.5% |
| Participant deferral / active EE | $10,604 | $6,967+52.2% | $6,281+68.8% | $6,690+58.5% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |