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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,188 | $198,457-60.6% | $170,435-54.1% | $147,586-47.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 17.85% | 257.30%-239.5pp | 205.94%-188.1pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,344 | $6,183-62.1% | $5,432-56.9% | $4,876-51.9% |
| Participant deferral / active EE | $8,698 | $5,629+54.5% | $4,939+76.1% | $5,439+59.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |