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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,706 | $183,592-67.5% | $155,574-61.6% | $145,877-59.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.58% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,520 | $5,317-71.4% | $4,676-67.5% | $4,663-67.4% |
| Participant deferral / active EE | $11,974 | $6,466+85.2% | $5,629+112.7% | $6,691+79.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |