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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,456 | $176,105-58.9% | $159,474-54.6% | $167,536-56.8% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 16.40% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $2,379 | $5,299-55.1% | $4,831-50.7% | $4,839-50.8% |
| Participant deferral / active EE | $3,207 | $7,751-58.6% | $7,353-56.4% | $6,342-49.4% |
| Admin fee / account holder | $31 | $12,559-99.8% | $10,802-99.7% | $12,315-99.7% |