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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,321 | $72,071+7.3% | $68,368+13.1% | $137,256-43.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 21.14% | 353.14%-332.0pp | 292.57%-271.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,351 | $2,788-15.7% | $2,649-11.2% | $4,156-43.4% |
| Participant deferral / active EE | $8,597 | $4,410+94.9% | $4,123+108.5% | $6,407+34.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |