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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,925 | $227,399-60.0% | $189,758-52.1% | $198,609-54.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 21.06% | 61.03%-40.0pp | 52.62%-31.6pp | 202.70%-181.6pp |
| Employer contribution / active EE | $1,743 | $5,526-68.5% | $4,767-63.4% | $5,055-65.5% |
| Participant deferral / active EE | $16,899 | $6,837+147.2% | $5,856+188.6% | $6,977+142.2% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |