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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,555 | $226,135-40.5% | $182,558-26.3% | $152,909-12.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 18.41% | 192.60%-174.2pp | 148.59%-130.2pp | 345.46%-327.1pp |
| Employer contribution / active EE | $2,386 | $4,979-52.1% | $4,076-41.5% | $4,764-49.9% |
| Participant deferral / active EE | $4,821 | $6,371-24.3% | $5,526-12.8% | $5,851-17.6% |
| Admin fee / account holder | $18 | $10,707-99.8% | $8,594-99.8% | $11,601-99.8% |