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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,617 | $135,956-56.1% | $123,894-51.9% | $273,972-78.2% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 89.04% | 56.63%+32.4pp | 47.52%+41.5pp | 41.46%+47.6pp |
| Employer contribution / active EE | $3,020 | $5,170-41.6% | $4,617-34.6% | $4,869-38.0% |
| Participant deferral / active EE | $16,371 | $6,343+158.1% | $5,984+173.6% | $5,287+209.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |