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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,470 | $183,516-76.3% | $155,534-72.1% | $145,884-70.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 9.69% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,608 | $5,315-69.7% | $4,675-65.6% | $4,662-65.5% |
| Participant deferral / active EE | $8,224 | $6,467+27.2% | $5,630+46.1% | $6,690+22.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |