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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,961 | $183,516-46.6% | $155,534-37.0% | $145,884-32.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 54.85% | 61.43%-6.6pp | 64.92%-10.1pp | 551.85%-497.0pp |
| Employer contribution / active EE | $3,977 | $5,315-25.2% | $4,675-14.9% | $4,662-14.7% |
| Participant deferral / active EE | $10,749 | $6,467+66.2% | $5,630+90.9% | $6,690+60.7% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |