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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,490 | $184,000-63.9% | $162,185-59.0% | $152,909-56.5% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.6%+3.8pp | 82.5%+8.8pp |
| Annual return | 17.85% | 150.80%-132.9pp | 115.61%-97.8pp | 345.46%-327.6pp |
| Employer contribution / active EE | $5,661 | $6,370-11.1% | $5,613+0.9% | $4,764+18.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |