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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,367 | $177,353-69.3% | $158,226-65.6% | $198,609-72.6% |
| Participation rate | 73.7% | 77.0%-3.3pp | 74.8%-1.1pp | 82.4%-8.7pp |
| Annual return | 13.45% | 599.50%-586.1pp | 501.41%-488.0pp | 202.70%-189.2pp |
| Employer contribution / active EE | $3,309 | $3,239+2.2% | $2,986+10.8% | $5,055-34.5% |
| Participant deferral / active EE | $5,824 | $4,615+26.2% | $4,317+34.9% | $6,977-16.5% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |