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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,088 | $185,883-46.2% | $170,043-41.1% | $139,466-28.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.46% | 60.54%-38.1pp | 53.40%-30.9pp | 373.66%-351.2pp |
| Employer contribution / active EE | $12,355 | $7,596+62.6% | $6,790+82.0% | $4,754+159.9% |
| Participant deferral / active EE | $13,666 | $11,626+17.6% | $10,410+31.3% | $6,712+103.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |