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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,149 | $166,131-46.3% | $164,975-46.0% | $145,877-38.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.01% | 100.37%-88.4pp | 70.12%-58.1pp | 551.28%-539.3pp |
| Employer contribution / active EE | $6,666 | $5,276+26.4% | $4,343+53.5% | $4,663+43.0% |
| Participant deferral / active EE | $8,754 | $6,962+25.7% | $6,033+45.1% | $6,691+30.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |