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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,451 | $117,829-42.8% | $102,423-34.1% | $145,877-53.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 23.27% | 31.83%-8.6pp | 29.42%-6.2pp | 551.28%-528.0pp |
| Employer contribution / active EE | $6,075 | $3,615+68.1% | $3,023+101.0% | $4,663+30.3% |
| Participant deferral / active EE | $15,938 | $5,732+178.0% | $5,054+215.3% | $6,691+138.2% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |