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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,643 | $175,231-39.1% | $149,696-28.8% | $139,466-23.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 18.80% | 166.77%-148.0pp | 134.46%-115.7pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,523 | $5,478-72.2% | $4,821-68.4% | $4,754-68.0% |
| Participant deferral / active EE | $3,526 | $6,521-45.9% | $5,682-37.9% | $6,712-47.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |