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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,621 | $152,612-30.8% | $125,192-15.6% | $152,897-30.9% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 22.13% | 54.85%-32.7pp | 43.79%-21.7pp | 345.43%-323.3pp |
| Employer contribution / active EE | $992 | $4,947-80.0% | $3,866-74.4% | $4,764-79.2% |
| Participant deferral / active EE | $1,908 | $5,868-67.5% | $4,937-61.4% | $5,851-67.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |