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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,933 | $197,637-70.2% | $177,848-66.9% | $158,982-62.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 23.70% | 58.77%-35.1pp | 48.33%-24.6pp | 302.99%-279.3pp |
| Employer contribution / active EE | $2,585 | $6,698-61.4% | $5,919-56.3% | $4,763-45.7% |
| Participant deferral / active EE | $6,835 | $8,405-18.7% | $7,714-11.4% | $5,983+14.2% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |