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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,716 | $227,541-66.7% | $189,544-60.1% | $167,497-54.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.61% | 78.42%-70.8pp | 64.18%-56.6pp | 478.62%-471.0pp |
| Employer contribution / active EE | $0 | $5,314-100.0% | $4,411-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $70 | $11,879-99.4% | $9,808-99.3% | $12,310-99.4% |