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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,121 | $160,028-60.6% | $147,080-57.1% | $145,884-56.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.49% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,076 | $5,286-79.6% | $4,933-78.2% | $4,662-76.9% |
| Participant deferral / active EE | $11,110 | $8,422+31.9% | $8,066+37.7% | $6,690+66.1% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |