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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,665 | $176,105-63.3% | $159,474-59.5% | $167,536-61.4% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.72% | 331.91%-320.2pp | 263.68%-252.0pp | 478.82%-467.1pp |
| Employer contribution / active EE | $10,000 | $5,299+88.7% | $4,831+107.0% | $4,839+106.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $93 | $12,559-99.3% | $10,802-99.1% | $12,315-99.2% |