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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,475 | $166,268-58.8% | $165,100-58.5% | $145,897-53.1% |
| Participation rate | 78.6% | 82.0%-3.5pp | 78.6%-0.1pp | 80.3%-1.7pp |
| Annual return | 17.05% | 100.52%-83.5pp | 70.21%-53.2pp | 552.29%-535.2pp |
| Employer contribution / active EE | $7,943 | $5,284+50.3% | $4,348+82.7% | $4,663+70.3% |
| Participant deferral / active EE | $5,684 | $6,964-18.4% | $6,035-5.8% | $6,689-15.0% |
| Admin fee / account holder | $99 | $16,659-99.4% | $12,696-99.2% | $13,390-99.3% |