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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,590 | $183,627-65.9% | $155,602-59.8% | $145,978-57.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 65.30% | 61.32%+4.0pp | 64.81%+0.5pp | 550.52%-485.2pp |
| Employer contribution / active EE | $1,391 | $5,316-73.8% | $4,675-70.3% | $4,662-70.2% |
| Participant deferral / active EE | $5,208 | $6,466-19.5% | $5,629-7.5% | $6,690-22.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |