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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,947 | $175,231-56.1% | $149,696-48.6% | $139,466-44.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.23% | 166.77%-149.5pp | 134.46%-117.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,996 | $5,478-63.6% | $4,821-58.6% | $4,754-58.0% |
| Participant deferral / active EE | $4,791 | $6,521-26.5% | $5,682-15.7% | $6,712-28.6% |
| Admin fee / account holder | $60 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |