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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,832 | $227,633-58.8% | $189,597-50.5% | $167,553-44.0% |
| Participation rate | 71.4% | 82.5%-11.1pp | 78.4%-7.0pp | 82.1%-10.7pp |
| Annual return | 20.66% | 78.45%-57.8pp | 64.20%-43.5pp | 478.89%-458.2pp |
| Employer contribution / active EE | $2,735 | $5,317-48.6% | $4,412-38.0% | $4,840-43.5% |
| Participant deferral / active EE | $5,414 | $7,003-22.7% | $6,174-12.3% | $6,343-14.6% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |