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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,234 | $111,535-55.0% | $105,223-52.3% | $137,256-63.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 15.92% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,824 | $3,939-28.3% | $3,689-23.4% | $4,156-32.0% |
| Participant deferral / active EE | $7,273 | $5,500+32.2% | $5,072+43.4% | $6,407+13.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |