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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,373 | $165,399-48.4% | $149,745-43.0% | $158,982-46.3% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 13.41% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $11,042 | $5,105+116.3% | $4,646+137.7% | $4,763+131.8% |
| Participant deferral / active EE | $6,921 | $7,183-3.6% | $6,843+1.1% | $5,983+15.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |