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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,533 | $159,978-59.7% | $147,041-56.1% | $145,978-55.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 34.02% | 98.36%-64.3pp | 419.21%-385.2pp | 550.52%-516.5pp |
| Employer contribution / active EE | $4,070 | $5,288-23.0% | $4,935-17.5% | $4,662-12.7% |
| Participant deferral / active EE | $6,540 | $8,429-22.4% | $8,071-19.0% | $6,690-2.2% |
| Admin fee / account holder | $150 | $15,053-99.0% | $13,006-98.8% | $13,400-98.9% |