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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,450 | $160,070-59.7% | $147,117-56.2% | $145,897-55.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 17.12% | 98.69%-81.6pp | 420.54%-403.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $3,368 | $5,285-36.3% | $4,932-31.7% | $4,663-27.8% |
| Participant deferral / active EE | $9,307 | $8,419+10.5% | $8,065+15.4% | $6,689+39.1% |
| Admin fee / account holder | $110 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |