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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,613 | $183,592-57.2% | $155,574-49.5% | $145,877-46.1% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 13.50% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $6,224 | $5,317+17.1% | $4,676+33.1% | $4,663+33.5% |
| Participant deferral / active EE | $2,108 | $6,466-67.4% | $5,629-62.5% | $6,691-68.5% |
| Admin fee / account holder | $2 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |