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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,169 | $166,268-51.8% | $165,100-51.4% | $145,897-45.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 13.63% | 100.52%-86.9pp | 70.21%-56.6pp | 552.29%-538.7pp |
| Employer contribution / active EE | $6,452 | $5,284+22.1% | $4,348+48.4% | $4,663+38.4% |
| Participant deferral / active EE | $14,619 | $6,964+109.9% | $6,035+142.2% | $6,689+118.5% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |