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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,497 | $159,978-59.1% | $147,041-55.5% | $145,978-55.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.54% | 98.36%-82.8pp | 419.21%-403.7pp | 550.52%-535.0pp |
| Employer contribution / active EE | $5,188 | $5,288-1.9% | $4,935+5.1% | $4,662+11.3% |
| Participant deferral / active EE | $10,392 | $8,429+23.3% | $8,071+28.8% | $6,690+55.3% |
| Admin fee / account holder | $99 | $15,053-99.3% | $13,006-99.2% | $13,400-99.3% |