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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,876 | $160,070-28.9% | $147,117-22.6% | $145,897-21.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.12% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $3,794 | $5,285-28.2% | $4,932-23.1% | $4,663-18.6% |
| Participant deferral / active EE | $13,034 | $8,419+54.8% | $8,065+61.6% | $6,689+94.9% |
| Admin fee / account holder | $15 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |