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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,589 | $184,000-58.4% | $162,185-52.8% | $152,909-49.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 18.30% | 150.80%-132.5pp | 115.61%-97.3pp | 345.46%-327.2pp |
| Employer contribution / active EE | $7,263 | $6,370+14.0% | $5,613+29.4% | $4,764+52.5% |
| Participant deferral / active EE | $8,350 | $8,033+4.0% | $7,297+14.4% | $5,851+42.7% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |