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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,652 | $183,516-52.2% | $155,534-43.6% | $145,884-39.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.50% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $5,710 | $5,315+7.4% | $4,675+22.1% | $4,662+22.5% |
| Participant deferral / active EE | $6,094 | $6,467-5.8% | $5,630+8.2% | $6,690-8.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |