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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,895 | $183,592-49.9% | $155,574-40.9% | $145,877-37.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 32.34% | 61.37%-29.0pp | 64.87%-32.5pp | 551.28%-518.9pp |
| Employer contribution / active EE | $6,778 | $5,317+27.5% | $4,676+45.0% | $4,663+45.4% |
| Participant deferral / active EE | $9,135 | $6,466+41.3% | $5,629+62.3% | $6,691+36.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |