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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,864 | $165,361-57.8% | $149,715-53.3% | $158,950-56.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 13.81% | 348.24%-334.4pp | 276.66%-262.8pp | 302.91%-289.1pp |
| Employer contribution / active EE | $3,902 | $5,103-23.6% | $4,645-16.0% | $4,762-18.1% |
| Participant deferral / active EE | $13,456 | $7,182+87.4% | $6,842+96.7% | $5,983+124.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |