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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,123 | $160,070-28.1% | $147,117-21.7% | $145,897-21.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.27% | 98.69%-84.4pp | 420.54%-406.3pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,738 | $5,285-67.1% | $4,932-64.8% | $4,663-62.7% |
| Participant deferral / active EE | $12,457 | $8,419+48.0% | $8,065+54.5% | $6,689+86.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |