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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,199 | $183,539-63.4% | $155,556-56.8% | $145,897-53.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.42% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $14,176 | $5,315+166.7% | $4,675+203.2% | $4,663+204.0% |
| Participant deferral / active EE | $14,543 | $6,467+124.9% | $5,631+158.3% | $6,689+117.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |