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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,475 | $184,000-55.7% | $162,185-49.8% | $152,909-46.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 16.77% | 150.80%-134.0pp | 115.61%-98.8pp | 345.46%-328.7pp |
| Employer contribution / active EE | $4,723 | $6,370-25.9% | $5,613-15.9% | $4,764-0.9% |
| Participant deferral / active EE | $5,700 | $8,033-29.0% | $7,297-21.9% | $5,851-2.6% |
| Admin fee / account holder | $61 | $13,124-99.5% | $10,844-99.4% | $11,601-99.5% |