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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,615 | $209,425-60.1% | $178,499-53.2% | $158,966-47.4% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 12.99% | 188.80%-175.8pp | 151.10%-138.1pp | 302.95%-290.0pp |
| Employer contribution / active EE | $1,976 | $5,707-65.4% | $5,011-60.6% | $4,762-58.5% |
| Participant deferral / active EE | $4,906 | $5,955-17.6% | $5,202-5.7% | $5,983-18.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |