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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,288 | $198,457-59.5% | $170,435-52.9% | $147,586-45.6% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 17.87% | 257.30%-239.4pp | 205.94%-188.1pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,686 | $6,183-56.6% | $5,432-50.6% | $4,876-44.9% |
| Participant deferral / active EE | $4,890 | $5,629-13.1% | $4,939-1.0% | $5,439-10.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |