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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,039 | $135,956-81.6% | $123,894-79.8% | $273,972-90.9% |
| Participation rate | 84.2% | 84.1%+0.1pp | 81.4%+2.8pp | 83.0%+1.2pp |
| Annual return | 156.27% | 56.63%+99.6pp | 47.52%+108.7pp | 41.46%+114.8pp |
| Employer contribution / active EE | $10,440 | $5,170+101.9% | $4,617+126.1% | $4,869+114.4% |
| Participant deferral / active EE | $7,675 | $6,343+21.0% | $5,984+28.3% | $5,287+45.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |