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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,251 | $148,623-35.9% | $135,974-29.9% | $139,466-31.7% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 21.83% | 79.30%-57.5pp | 68.30%-46.5pp | 373.66%-351.8pp |
| Employer contribution / active EE | $4,875 | $5,246-7.1% | $4,859+0.3% | $4,754+2.6% |
| Participant deferral / active EE | $11,435 | $8,103+41.1% | $7,760+47.4% | $6,712+70.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |