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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,185 | $185,312-61.0% | $161,489-55.3% | $154,746-53.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 19.11% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,250 | $4,769-52.8% | $4,268-47.3% | $4,379-48.6% |
| Participant deferral / active EE | $9,254 | $6,350+45.7% | $5,630+64.4% | $6,730+37.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |