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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,816 | $183,539-60.3% | $155,556-53.2% | $145,897-50.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 17.11% | 61.31%-44.2pp | 64.84%-47.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,260 | $5,315-57.5% | $4,675-51.7% | $4,663-51.5% |
| Participant deferral / active EE | $5,090 | $6,467-21.3% | $5,631-9.6% | $6,689-23.9% |
| Admin fee / account holder | $5 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |