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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,024 | $111,535-34.5% | $105,223-30.6% | $137,256-46.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 21.86% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,675 | $3,939-32.1% | $3,689-27.5% | $4,156-35.6% |
| Participant deferral / active EE | $9,915 | $5,500+80.3% | $5,072+95.5% | $6,407+54.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |