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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,177 | $176,120-52.2% | $159,487-47.2% | $167,553-49.8% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.29% | 331.95%-313.7pp | 263.71%-245.4pp | 478.89%-460.6pp |
| Employer contribution / active EE | $4,212 | $5,299-20.5% | $4,831-12.8% | $4,840-13.0% |
| Participant deferral / active EE | $6,413 | $7,752-17.3% | $7,354-12.8% | $6,343+1.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |