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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,594 | $183,516-59.9% | $155,534-52.7% | $145,884-49.6% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 10.79% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,064 | $5,315-61.2% | $4,675-55.9% | $4,662-55.7% |
| Participant deferral / active EE | $3,014 | $6,467-53.4% | $5,630-46.5% | $6,690-54.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |