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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,786 | $227,399-67.6% | $189,758-61.1% | $198,609-62.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 18.17% | 61.03%-42.9pp | 52.62%-34.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $2,528 | $5,526-54.3% | $4,767-47.0% | $5,055-50.0% |
| Participant deferral / active EE | $9,537 | $6,837+39.5% | $5,856+62.9% | $6,977+36.7% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |