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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,841 | $165,399-35.4% | $149,745-28.7% | $158,982-32.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 115.98% | 348.34%-232.4pp | 276.72%-160.7pp | 302.99%-187.0pp |
| Employer contribution / active EE | $976 | $5,105-80.9% | $4,646-79.0% | $4,763-79.5% |
| Participant deferral / active EE | $7,502 | $7,183+4.4% | $6,843+9.6% | $5,983+25.4% |
| Admin fee / account holder | $83 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |