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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,121 | $176,077-27.8% | $159,455-20.3% | $167,518-24.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 19.25% | 331.83%-312.6pp | 263.63%-244.4pp | 478.71%-459.5pp |
| Employer contribution / active EE | $3,316 | $5,298-37.4% | $4,830-31.4% | $4,838-31.5% |
| Participant deferral / active EE | $6,884 | $7,751-11.2% | $7,353-6.4% | $6,342+8.5% |
| Admin fee / account holder | $28 | $12,556-99.8% | $10,800-99.7% | $12,312-99.8% |