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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,235 | $217,432-55.7% | $185,849-48.2% | $167,536-42.6% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 20.11% | 148.42%-128.3pp | 122.10%-102.0pp | 478.82%-458.7pp |
| Employer contribution / active EE | $7,792 | $5,875+32.6% | $5,169+50.8% | $4,839+61.0% |
| Participant deferral / active EE | $12,907 | $6,357+103.0% | $5,569+131.8% | $6,342+103.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |