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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,040 | $175,257-59.5% | $149,717-52.6% | $139,456-49.1% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 22.10% | 166.70%-144.6pp | 134.41%-112.3pp | 373.45%-351.4pp |
| Employer contribution / active EE | $1,666 | $5,477-69.6% | $4,820-65.4% | $4,753-64.9% |
| Participant deferral / active EE | $2,575 | $6,521-60.5% | $5,682-54.7% | $6,711-61.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |