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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,398 | $159,978-49.1% | $147,041-44.6% | $145,978-44.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 19.38% | 98.36%-79.0pp | 419.21%-399.8pp | 550.52%-531.1pp |
| Employer contribution / active EE | $3,960 | $5,288-25.1% | $4,935-19.8% | $4,662-15.1% |
| Participant deferral / active EE | $14,118 | $8,429+67.5% | $8,071+74.9% | $6,690+111.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |