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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,742 | $159,934-63.9% | $147,005-60.7% | $145,959-60.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.33% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,011 | $5,287-43.1% | $4,934-39.0% | $4,661-35.4% |
| Participant deferral / active EE | $6,003 | $8,427-28.8% | $8,070-25.6% | $6,689-10.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |