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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,155 | $183,592-72.7% | $155,567-67.8% | $145,959-65.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.05% | 61.24%-49.2pp | 64.74%-52.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $5,440 | $5,315+2.4% | $4,674+16.4% | $4,661+16.7% |
| Participant deferral / active EE | $9,462 | $6,464+46.4% | $5,628+68.1% | $6,689+41.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |