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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,268 | $217,427-70.9% | $185,837-66.0% | $167,518-62.2% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 15.50% | 148.39%-132.9pp | 122.08%-106.6pp | 478.71%-463.2pp |
| Employer contribution / active EE | $2,703 | $5,874-54.0% | $5,168-47.7% | $4,838-44.1% |
| Participant deferral / active EE | $5,672 | $6,357-10.8% | $5,568+1.9% | $6,342-10.6% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |