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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,758 | $183,592-63.1% | $155,574-56.4% | $145,877-53.6% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 12.79% | 61.37%-48.6pp | 64.87%-52.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,560 | $5,317-70.7% | $4,676-66.6% | $4,663-66.5% |
| Participant deferral / active EE | $3,901 | $6,466-39.7% | $5,629-30.7% | $6,691-41.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |