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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,779 | $135,956-54.6% | $123,894-50.1% | $273,972-77.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 352.05% | 56.63%+295.4pp | 47.52%+304.5pp | 41.46%+310.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,260 | $6,343+46.0% | $5,984+54.7% | $5,287+75.1% |
| Admin fee / account holder | $55 | $9,817-99.4% | $8,357-99.3% | $10,133-99.5% |