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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,952 | $198,457-65.8% | $170,435-60.1% | $147,586-54.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.15% | 257.30%-242.2pp | 205.94%-190.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $3,125 | $6,183-49.5% | $5,432-42.5% | $4,876-35.9% |
| Participant deferral / active EE | $4,172 | $5,629-25.9% | $4,939-15.5% | $5,439-23.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |