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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,138 | $183,516-62.3% | $155,534-55.5% | $145,884-52.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 38.43% | 61.43%-23.0pp | 64.92%-26.5pp | 551.85%-513.4pp |
| Employer contribution / active EE | $7,352 | $5,315+38.3% | $4,675+57.3% | $4,662+57.7% |
| Participant deferral / active EE | $7,218 | $6,467+11.6% | $5,630+28.2% | $6,690+7.9% |
| Admin fee / account holder | $1 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |