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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,355 | $175,231-54.7% | $149,696-47.0% | $139,466-43.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 19.12% | 166.77%-147.6pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $1,448 | $5,478-73.6% | $4,821-70.0% | $4,754-69.5% |
| Participant deferral / active EE | $6,256 | $6,521-4.1% | $5,682+10.1% | $6,712-6.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |