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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,571 | $165,361-53.7% | $149,715-48.9% | $158,950-51.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 35.26% | 348.24%-313.0pp | 276.66%-241.4pp | 302.91%-267.6pp |
| Employer contribution / active EE | $5,517 | $5,103+8.1% | $4,645+18.8% | $4,762+15.9% |
| Participant deferral / active EE | $8,694 | $7,182+21.1% | $6,842+27.1% | $5,983+45.3% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |