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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,047 | $176,105-52.8% | $159,474-47.9% | $167,536-50.4% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 26.96% | 331.91%-304.9pp | 263.68%-236.7pp | 478.82%-451.9pp |
| Employer contribution / active EE | $4,472 | $5,299-15.6% | $4,831-7.4% | $4,839-7.6% |
| Participant deferral / active EE | $12,698 | $7,751+63.8% | $7,353+72.7% | $6,342+100.2% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |