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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,739 | $160,070-50.8% | $147,117-46.5% | $145,897-46.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 16.87% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $7,006 | $5,285+32.6% | $4,932+42.0% | $4,663+50.2% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |