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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,580 | $183,592-82.8% | $155,574-79.7% | $145,877-78.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.74% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $5,120 | $5,317-3.7% | $4,676+9.5% | $4,663+9.8% |
| Participant deferral / active EE | $7,850 | $6,466+21.4% | $5,629+39.4% | $6,691+17.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |