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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,231 | $103,038-42.5% | $90,324-34.4% | $152,909-61.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 20.12% | 95.25%-75.1pp | 78.15%-58.0pp | 345.46%-325.3pp |
| Employer contribution / active EE | $520 | $3,141-83.4% | $2,856-81.8% | $4,764-89.1% |
| Participant deferral / active EE | $6,078 | $4,282+41.9% | $3,885+56.4% | $5,851+3.9% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |