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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,225 | $160,070-15.5% | $147,117-8.1% | $145,897-7.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.11% | 98.69%-77.6pp | 420.54%-399.4pp | 552.29%-531.2pp |
| Employer contribution / active EE | $2,438 | $5,285-53.9% | $4,932-50.6% | $4,663-47.7% |
| Participant deferral / active EE | $17,104 | $8,419+103.1% | $8,065+112.1% | $6,689+155.7% |
| Admin fee / account holder | $20 | $15,035-99.9% | $12,993-99.8% | $13,390-99.9% |