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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,996 | $217,432-68.3% | $185,849-62.9% | $167,536-58.8% |
| Participation rate | 85.0% | 86.1%-1.1pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 18.92% | 148.42%-129.5pp | 122.10%-103.2pp | 478.82%-459.9pp |
| Employer contribution / active EE | $2,835 | $5,875-51.7% | $5,169-45.1% | $4,839-41.4% |
| Participant deferral / active EE | $6,551 | $6,357+3.0% | $5,569+17.6% | $6,342+3.3% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |