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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,618 | $196,972-68.7% | $182,262-66.2% | $198,609-69.0% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 19.89% | 158.27%-138.4pp | 140.60%-120.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $16,858 | $5,364+214.3% | $5,046+234.1% | $5,055+233.5% |
| Participant deferral / active EE | $11,699 | $8,643+35.4% | $8,276+41.4% | $6,977+67.7% |
| Admin fee / account holder | $112 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |