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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,803 | $165,351-80.8% | $149,710-78.8% | $158,931-80.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 60.77% | 348.19%-287.4pp | 276.63%-215.9pp | 302.86%-242.1pp |
| Employer contribution / active EE | $3,563 | $5,103-30.2% | $4,645-23.3% | $4,761-25.2% |
| Participant deferral / active EE | $4,628 | $7,181-35.6% | $6,842-32.4% | $5,982-22.6% |
| Admin fee / account holder | $83 | $10,807-99.2% | $9,309-99.1% | $11,247-99.3% |