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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,729 | $185,883-59.3% | $170,043-55.5% | $139,466-45.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 20.48% | 60.54%-40.1pp | 53.40%-32.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $5,224 | $7,596-31.2% | $6,790-23.1% | $4,754+9.9% |
| Participant deferral / active EE | $10,332 | $11,626-11.1% | $10,410-0.7% | $6,712+53.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |