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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,590 | $183,516-65.9% | $155,534-59.8% | $145,884-57.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 65.30% | 61.43%+3.9pp | 64.92%+0.4pp | 551.85%-486.5pp |
| Employer contribution / active EE | $1,391 | $5,315-73.8% | $4,675-70.2% | $4,662-70.2% |
| Participant deferral / active EE | $5,208 | $6,467-19.5% | $5,630-7.5% | $6,690-22.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |