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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,080 | $228,352-74.6% | $185,835-68.7% | $158,966-63.5% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 24.43% | 40.81%-16.4pp | 35.96%-11.5pp | 302.95%-278.5pp |
| Employer contribution / active EE | $1,634 | $4,967-67.1% | $4,087-60.0% | $4,762-65.7% |
| Participant deferral / active EE | $9,020 | $6,416+40.6% | $5,633+60.1% | $5,983+50.8% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |