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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,938 | $148,582-61.7% | $135,942-58.1% | $139,456-59.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.96% | 79.26%-61.3pp | 68.28%-50.3pp | 373.45%-355.5pp |
| Employer contribution / active EE | $7,905 | $5,245+50.7% | $4,858+62.7% | $4,753+66.3% |
| Participant deferral / active EE | $3,822 | $8,101-52.8% | $7,759-50.7% | $6,711-43.1% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |