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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,801 | $125,184-27.5% | $105,607-14.0% | $145,884-37.8% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 16.21% | 225.00%-208.8pp | 116.11%-99.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $2,455 | $3,720-34.0% | $3,167-22.5% | $4,662-47.3% |
| Participant deferral / active EE | $7,931 | $5,714+38.8% | $5,011+58.3% | $6,690+18.6% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |