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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,537 | $175,231-54.0% | $149,696-46.2% | $139,466-42.3% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.81% | 166.77%-152.0pp | 134.46%-119.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $6,814 | $5,478+24.4% | $4,821+41.3% | $4,754+43.3% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,712+11.7% |
| Admin fee / account holder | $24 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |