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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,504 | $160,040-24.7% | $147,096-18.1% | $145,877-17.4% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 9.79% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,530 | $5,289-71.1% | $4,936-69.0% | $4,663-67.2% |
| Participant deferral / active EE | $7,366 | $8,429-12.6% | $8,071-8.7% | $6,691+10.1% |
| Admin fee / account holder | $67 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |