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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,628 | $176,105-37.7% | $159,474-31.3% | $167,536-34.6% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.95% | 331.91%-320.0pp | 263.68%-251.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $6,477 | $5,299+22.2% | $4,831+34.1% | $4,839+33.8% |
| Participant deferral / active EE | $4,540 | $7,751-41.4% | $7,353-38.3% | $6,342-28.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |