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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,557 | $111,535-38.5% | $105,223-34.8% | $137,256-50.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 164.80% | 237.85%-73.1pp | 180.65%-15.9pp | 220.34%-55.5pp |
| Employer contribution / active EE | $5,575 | $3,939+41.5% | $3,689+51.1% | $4,156+34.1% |
| Participant deferral / active EE | $8,721 | $5,500+58.6% | $5,072+71.9% | $6,407+36.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |