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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,566 | $183,592-50.7% | $155,574-41.8% | $145,877-37.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 53.57% | 61.37%-7.8pp | 64.87%-11.3pp | 551.28%-497.7pp |
| Employer contribution / active EE | $3,294 | $5,317-38.0% | $4,676-29.5% | $4,663-29.4% |
| Participant deferral / active EE | $6,699 | $6,466+3.6% | $5,629+19.0% | $6,691+0.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |