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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,616 | $223,823-76.0% | $211,142-74.6% | $154,746-65.4% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 19.60% | 50.39%-30.8pp | 46.84%-27.2pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,558 | $6,787-62.3% | $6,442-60.3% | $4,379-41.6% |
| Participant deferral / active EE | $5,787 | $9,750-40.7% | $9,284-37.7% | $6,730-14.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |