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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,856 | $180,749-65.8% | $160,784-61.5% | $137,256-54.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 14.00% | 2234.46%-2220.5pp | 1803.92%-1789.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $5,259 | $4,155+26.6% | $3,733+40.9% | $4,156+26.5% |
| Participant deferral / active EE | $8,395 | $6,844+22.7% | $6,293+33.4% | $6,407+31.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |