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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,803 | $165,399-80.8% | $149,745-78.8% | $158,982-80.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 60.77% | 348.34%-287.6pp | 276.72%-216.0pp | 302.99%-242.2pp |
| Employer contribution / active EE | $3,563 | $5,105-30.2% | $4,646-23.3% | $4,763-25.2% |
| Participant deferral / active EE | $4,628 | $7,183-35.6% | $6,843-32.4% | $5,983-22.7% |
| Admin fee / account holder | $83 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |