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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,781 | $209,422-54.3% | $178,503-46.3% | $158,982-39.8% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 24.29% | 188.81%-164.5pp | 151.12%-126.8pp | 302.99%-278.7pp |
| Employer contribution / active EE | $5,282 | $5,707-7.4% | $5,011+5.4% | $4,763+10.9% |
| Participant deferral / active EE | $8,325 | $5,955+39.8% | $5,202+60.0% | $5,983+39.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |