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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,171 | $152,619-33.7% | $125,195-19.2% | $152,909-33.8% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.5%-3.9pp |
| Annual return | 19.70% | 54.85%-35.1pp | 43.79%-24.1pp | 345.46%-325.8pp |
| Employer contribution / active EE | $2,517 | $4,947-49.1% | $3,866-34.9% | $4,764-47.2% |
| Participant deferral / active EE | $3,639 | $5,869-38.0% | $4,937-26.3% | $5,851-37.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |