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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,578 | $160,040-61.5% | $147,096-58.1% | $145,877-57.8% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 10.90% | 98.49%-87.6pp | 419.75%-408.8pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,967 | $5,289-62.8% | $4,936-60.1% | $4,663-57.8% |
| Participant deferral / active EE | $3,952 | $8,429-53.1% | $8,071-51.0% | $6,691-40.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |