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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,504 | $160,028-24.7% | $147,080-18.1% | $145,884-17.4% |
| Participation rate | 78.6% | 84.0%-5.5pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 9.79% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,530 | $5,286-71.0% | $4,933-69.0% | $4,662-67.2% |
| Participant deferral / active EE | $7,366 | $8,422-12.5% | $8,066-8.7% | $6,690+10.1% |
| Admin fee / account holder | $67 | $15,030-99.6% | $12,989-99.5% | $13,392-99.5% |