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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,303 | $107,368-43.8% | $92,915-35.1% | $152,909-60.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 19.34% | 145.64%-126.3pp | 109.45%-90.1pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,198 | $4,222-71.6% | $3,653-67.2% | $4,764-74.9% |
| Participant deferral / active EE | $6,010 | $4,848+24.0% | $4,238+41.8% | $5,851+2.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |