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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,317 | $160,070-28.6% | $147,117-22.3% | $145,897-21.6% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 21.05% | 98.69%-77.6pp | 420.54%-399.5pp | 552.29%-531.2pp |
| Employer contribution / active EE | $4,786 | $5,285-9.4% | $4,932-3.0% | $4,663+2.7% |
| Participant deferral / active EE | $13,181 | $8,419+56.6% | $8,065+63.4% | $6,689+97.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |