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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,155 | $183,592-72.7% | $155,574-67.8% | $145,877-65.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.05% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $5,440 | $5,317+2.3% | $4,676+16.3% | $4,663+16.7% |
| Participant deferral / active EE | $9,462 | $6,466+46.3% | $5,629+68.1% | $6,691+41.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |