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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,940 | $159,978-60.7% | $147,041-57.2% | $145,978-56.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.60% | 98.36%-84.8pp | 419.21%-405.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,486 | $5,288-34.1% | $4,935-29.4% | $4,662-25.2% |
| Participant deferral / active EE | $3,731 | $8,429-55.7% | $8,071-53.8% | $6,690-44.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |