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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,688 | $183,627-45.2% | $155,602-35.3% | $145,978-31.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 21.05% | 61.32%-40.3pp | 64.81%-43.8pp | 550.52%-529.5pp |
| Employer contribution / active EE | $1,084 | $5,316-79.6% | $4,675-76.8% | $4,662-76.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |