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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,198 | $183,592-43.2% | $155,567-33.0% | $145,959-28.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.71% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $4,500 | $5,315-15.3% | $4,674-3.7% | $4,661-3.4% |
| Participant deferral / active EE | $4,700 | $6,464-27.3% | $5,628-16.5% | $6,689-29.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |