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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,548 | $198,461-60.9% | $170,436-54.5% | $147,585-47.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.51% | 257.30%-247.8pp | 205.94%-196.4pp | 578.57%-569.1pp |
| Employer contribution / active EE | $1,458 | $6,184-76.4% | $5,433-73.2% | $4,876-70.1% |
| Participant deferral / active EE | $7,086 | $5,629+25.9% | $4,939+43.5% | $5,439+30.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |