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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,976 | $111,535-72.2% | $105,223-70.6% | $137,256-77.4% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 26.77% | 237.85%-211.1pp | 180.65%-153.9pp | 220.34%-193.6pp |
| Employer contribution / active EE | $4,694 | $3,939+19.2% | $3,689+27.3% | $4,156+12.9% |
| Participant deferral / active EE | $11,394 | $5,500+107.2% | $5,072+124.7% | $6,407+77.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |