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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,693 | $183,592-39.7% | $155,567-28.8% | $145,959-24.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.65% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,408 | $5,315-54.7% | $4,674-48.5% | $4,661-48.3% |
| Participant deferral / active EE | $6,368 | $6,464-1.5% | $5,628+13.2% | $6,689-4.8% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |