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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,758 | $209,425-64.8% | $178,499-58.7% | $158,966-53.6% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 22.09% | 188.80%-166.7pp | 151.10%-129.0pp | 302.95%-280.9pp |
| Employer contribution / active EE | $2,032 | $5,707-64.4% | $5,011-59.5% | $4,762-57.3% |
| Participant deferral / active EE | $5,004 | $5,955-16.0% | $5,202-3.8% | $5,983-16.4% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |