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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,497 | $209,425-58.2% | $178,499-51.0% | $158,966-45.0% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 18.18% | 188.80%-170.6pp | 151.10%-132.9pp | 302.95%-284.8pp |
| Employer contribution / active EE | $4,825 | $5,707-15.5% | $5,011-3.7% | $4,762+1.3% |
| Participant deferral / active EE | $9,936 | $5,955+66.8% | $5,202+91.0% | $5,983+66.1% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |