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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,389 | $138,075-29.5% | $123,552-21.2% | $135,379-28.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 3.62% | 153.70%-150.1pp | 119.20%-115.6pp | 519.79%-516.2pp |
| Employer contribution / active EE | $5,052 | $5,152-1.9% | $4,628+9.2% | $4,779+5.7% |
| Participant deferral / active EE | $6,774 | $6,800-0.4% | $6,426+5.4% | $5,609+20.8% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |