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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,316 | $198,462-57.5% | $170,439-50.5% | $147,585-42.9% |
| Participation rate | 78.3% | 88.0%-9.7pp | 83.6%-5.3pp | 82.8%-4.6pp |
| Annual return | 19.65% | 257.30%-237.7pp | 205.94%-186.3pp | 578.58%-558.9pp |
| Employer contribution / active EE | $4,059 | $6,184-34.4% | $5,433-25.3% | $4,876-16.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $262 | $16,852-98.4% | $13,881-98.1% | $10,886-97.6% |