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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,895 | $183,516-49.9% | $155,534-40.9% | $145,884-37.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 32.34% | 61.43%-29.1pp | 64.92%-32.6pp | 551.85%-519.5pp |
| Employer contribution / active EE | $6,778 | $5,315+27.5% | $4,675+45.0% | $4,662+45.4% |
| Participant deferral / active EE | $9,135 | $6,467+41.3% | $5,630+62.2% | $6,690+36.5% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |