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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,847 | $175,259-52.2% | $149,723-44.0% | $139,487-39.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.20% | 166.82%-144.6pp | 134.50%-112.3pp | 373.84%-351.6pp |
| Employer contribution / active EE | $11,991 | $5,478+118.9% | $4,821+148.7% | $4,755+152.2% |
| Participant deferral / active EE | $14,554 | $6,522+123.2% | $5,682+156.1% | $6,713+116.8% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |