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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,536 | $157,296-60.9% | $141,191-56.4% | $152,897-59.8% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 28.70% | 64.34%-35.6pp | 71.41%-42.7pp | 345.43%-316.7pp |
| Employer contribution / active EE | $3,145 | $5,262-40.2% | $4,736-33.6% | $4,764-34.0% |
| Participant deferral / active EE | $7,881 | $7,111+10.8% | $6,710+17.5% | $5,851+34.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |