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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,504 | $159,934-24.7% | $147,005-18.0% | $145,959-17.4% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 9.79% | 98.24%-88.5pp | 418.76%-409.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,530 | $5,287-71.1% | $4,934-69.0% | $4,661-67.2% |
| Participant deferral / active EE | $7,366 | $8,427-12.6% | $8,070-8.7% | $6,689+10.1% |
| Admin fee / account holder | $67 | $15,053-99.6% | $13,006-99.5% | $13,398-99.5% |