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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,475 | $166,089-58.8% | $164,928-58.5% | $145,978-53.1% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 17.05% | 100.26%-83.2pp | 70.08%-53.0pp | 550.52%-533.5pp |
| Employer contribution / active EE | $7,943 | $5,276+50.5% | $4,343+82.9% | $4,662+70.4% |
| Participant deferral / active EE | $5,684 | $6,961-18.3% | $6,034-5.8% | $6,690-15.0% |
| Admin fee / account holder | $99 | $16,641-99.4% | $12,684-99.2% | $13,400-99.3% |