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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,046 | $159,934-36.2% | $147,005-30.6% | $145,959-30.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.16% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,154 | $5,287-40.3% | $4,934-36.1% | $4,661-32.3% |
| Participant deferral / active EE | $7,326 | $8,427-13.1% | $8,070-9.2% | $6,689+9.5% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |