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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,527 | $217,432-52.8% | $185,851-44.8% | $167,553-38.8% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 11.94% | 148.43%-136.5pp | 122.11%-110.2pp | 478.89%-467.0pp |
| Employer contribution / active EE | $3,127 | $5,874-46.8% | $5,168-39.5% | $4,840-35.4% |
| Participant deferral / active EE | $3,841 | $6,357-39.6% | $5,569-31.0% | $6,343-39.4% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |