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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,703 | $202,460-65.1% | $169,385-58.3% | $139,456-49.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 11.03% | 532.07%-521.0pp | 405.82%-394.8pp | 373.45%-362.4pp |
| Employer contribution / active EE | $9,039 | $4,691+92.7% | $4,012+125.3% | $4,753+90.2% |
| Participant deferral / active EE | $15,000 | $6,938+116.2% | $6,221+141.1% | $6,711+123.5% |
| Admin fee / account holder | $93 | $10,719-99.1% | $9,011-99.0% | $11,407-99.2% |