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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,492 | $159,934-53.4% | $147,005-49.3% | $145,959-49.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 14.50% | 98.24%-83.7pp | 418.76%-404.3pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,711 | $5,287-48.7% | $4,934-45.1% | $4,661-41.8% |
| Participant deferral / active EE | $3,436 | $8,427-59.2% | $8,070-57.4% | $6,689-48.6% |
| Admin fee / account holder | $298 | $15,053-98.0% | $13,006-97.7% | $13,398-97.8% |