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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,895 | $183,592-49.9% | $155,567-40.9% | $145,959-37.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 32.34% | 61.24%-28.9pp | 64.74%-32.4pp | 561.95%-529.6pp |
| Employer contribution / active EE | $6,778 | $5,315+27.5% | $4,674+45.0% | $4,661+45.4% |
| Participant deferral / active EE | $9,135 | $6,464+41.3% | $5,628+62.3% | $6,689+36.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |