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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,065 | $144,124-54.9% | $117,857-44.8% | $147,585-55.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 17.07% | 531.17%-514.1pp | 335.09%-318.0pp | 578.57%-561.5pp |
| Employer contribution / active EE | $7,577 | $4,897+54.7% | $3,786+100.1% | $4,876+55.4% |
| Participant deferral / active EE | $9,525 | $5,316+79.2% | $4,482+112.5% | $5,439+75.1% |
| Admin fee / account holder | $215 | $10,886-98.0% | $8,020-97.3% | $10,885-98.0% |