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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,911 | $217,427-43.5% | $185,837-33.9% | $167,518-26.6% |
| Participation rate | 76.2% | 86.0%-9.9pp | 81.7%-5.5pp | 82.1%-5.9pp |
| Annual return | 13.80% | 148.39%-134.6pp | 122.08%-108.3pp | 478.71%-464.9pp |
| Employer contribution / active EE | $2,763 | $5,874-53.0% | $5,168-46.5% | $4,838-42.9% |
| Participant deferral / active EE | $7,561 | $6,357+18.9% | $5,568+35.8% | $6,342+19.2% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |