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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,796 | $202,460-52.2% | $169,385-42.9% | $139,456-30.6% |
| Participation rate | 73.9% | 81.1%-7.2pp | 77.2%-3.2pp | 80.3%-6.4pp |
| Annual return | 27.96% | 532.07%-504.1pp | 405.82%-377.9pp | 373.45%-345.5pp |
| Employer contribution / active EE | $8,256 | $4,691+76.0% | $4,012+105.8% | $4,753+73.7% |
| Participant deferral / active EE | $14,365 | $6,938+107.0% | $6,221+130.9% | $6,711+114.0% |
| Admin fee / account holder | $239 | $10,719-97.8% | $9,011-97.3% | $11,407-97.9% |