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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,580 | $183,539-82.8% | $155,556-79.7% | $145,897-78.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.74% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $5,120 | $5,315-3.7% | $4,675+9.5% | $4,663+9.8% |
| Participant deferral / active EE | $7,850 | $6,467+21.4% | $5,631+39.4% | $6,689+17.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |