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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,368 | $135,639-52.5% | $110,241-41.6% | $135,382-52.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | 5.69% | 513.21%-507.5pp | 314.75%-309.1pp | 519.77%-514.1pp |
| Employer contribution / active EE | $6,370 | $4,907+29.8% | $3,827+66.5% | $4,779+33.3% |
| Participant deferral / active EE | $18,506 | $5,507+236.1% | $4,672+296.1% | $5,609+229.9% |
| Admin fee / account holder | $118 | $11,457-99.0% | $8,548-98.6% | $10,829-98.9% |