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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,185 | $227,399-68.3% | $189,758-62.0% | $198,609-63.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.11% | 61.03%-41.9pp | 52.62%-33.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $2,250 | $5,526-59.3% | $4,767-52.8% | $5,055-55.5% |
| Participant deferral / active EE | $9,254 | $6,837+35.4% | $5,856+58.0% | $6,977+32.6% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |