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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,466 | $175,257-52.4% | $149,717-44.3% | $139,456-40.1% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 13.99% | 166.70%-152.7pp | 134.41%-120.4pp | 373.45%-359.5pp |
| Employer contribution / active EE | $3,347 | $5,477-38.9% | $4,820-30.6% | $4,753-29.6% |
| Participant deferral / active EE | $8,132 | $6,521+24.7% | $5,682+43.1% | $6,711+21.2% |
| Admin fee / account holder | $122 | $16,156-99.2% | $13,213-99.1% | $11,407-98.9% |