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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,012 | $160,040-40.6% | $147,096-35.4% | $145,877-34.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 29.63% | 98.49%-68.9pp | 419.75%-390.1pp | 551.28%-521.7pp |
| Employer contribution / active EE | $5,969 | $5,289+12.8% | $4,936+20.9% | $4,663+28.0% |
| Participant deferral / active EE | $15,789 | $8,429+87.3% | $8,071+95.6% | $6,691+136.0% |
| Admin fee / account holder | $55 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |