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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,169 | $166,020-51.7% | $164,866-51.4% | $145,959-45.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 13.63% | 100.08%-86.5pp | 69.97%-56.3pp | 561.95%-548.3pp |
| Employer contribution / active EE | $6,452 | $5,275+22.3% | $4,343+48.6% | $4,661+38.4% |
| Participant deferral / active EE | $14,619 | $6,961+110.0% | $6,033+142.3% | $6,689+118.6% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |