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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,715 | $209,888-58.2% | $189,545-53.7% | $167,553-47.6% |
| Participation rate | 87.0% | 88.7%-1.7pp | 87.8%-0.8pp | 82.1%+4.8pp |
| Annual return | 12.44% | 748.66%-736.2pp | 555.36%-542.9pp | 478.89%-466.5pp |
| Employer contribution / active EE | $8,057 | $6,915+16.5% | $6,162+30.7% | $4,840+66.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $61 | $14,300-99.6% | $12,049-99.5% | $12,316-99.5% |