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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,110 | $176,120-59.1% | $159,487-54.8% | $167,553-57.0% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.48% | 331.95%-318.5pp | 263.71%-250.2pp | 478.89%-465.4pp |
| Employer contribution / active EE | $9,141 | $5,299+72.5% | $4,831+89.2% | $4,840+88.9% |
| Participant deferral / active EE | $8,267 | $7,752+6.6% | $7,354+12.4% | $6,343+30.3% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |