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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,806 | $198,457-58.3% | $170,435-51.4% | $147,586-43.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 10.34% | 257.30%-247.0pp | 205.94%-195.6pp | 578.59%-568.2pp |
| Employer contribution / active EE | $3,419 | $6,183-44.7% | $5,432-37.1% | $4,876-29.9% |
| Participant deferral / active EE | $3,419 | $5,629-39.3% | $4,939-30.8% | $5,439-37.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |