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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,371 | $159,978-31.0% | $147,041-24.9% | $145,978-24.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.70% | 98.36%-83.7pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,621 | $5,288-69.4% | $4,935-67.2% | $4,662-65.2% |
| Participant deferral / active EE | $7,793 | $8,429-7.5% | $8,071-3.4% | $6,690+16.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |