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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,340 | $217,427-54.8% | $185,837-47.1% | $167,518-41.3% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 13.22% | 148.39%-135.2pp | 122.08%-108.9pp | 478.71%-465.5pp |
| Employer contribution / active EE | $4,583 | $5,874-22.0% | $5,168-11.3% | $4,838-5.3% |
| Participant deferral / active EE | $6,665 | $6,357+4.8% | $5,568+19.7% | $6,342+5.1% |
| Admin fee / account holder | $127 | $19,816-99.4% | $16,241-99.2% | $12,312-99.0% |