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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,550 | $198,457-50.3% | $170,435-42.2% | $147,586-33.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 18.41% | 257.30%-238.9pp | 205.94%-187.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $2,982 | $6,183-51.8% | $5,432-45.1% | $4,876-38.9% |
| Participant deferral / active EE | $4,519 | $5,629-19.7% | $4,939-8.5% | $5,439-16.9% |
| Admin fee / account holder | $154 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |