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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,694 | $175,231-56.2% | $149,696-48.8% | $139,466-45.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 13.48% | 166.77%-153.3pp | 134.46%-121.0pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,775 | $5,478-67.6% | $4,821-63.2% | $4,754-62.7% |
| Participant deferral / active EE | $7,579 | $6,521+16.2% | $5,682+33.4% | $6,712+12.9% |
| Admin fee / account holder | $84 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |