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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,100 | $198,457-48.6% | $170,435-40.1% | $147,586-30.8% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 9.05% | 257.30%-248.3pp | 205.94%-196.9pp | 578.59%-569.5pp |
| Employer contribution / active EE | $4,395 | $6,183-28.9% | $5,432-19.1% | $4,876-9.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $201 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |