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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,407 | $125,184-48.5% | $105,607-39.0% | $145,884-55.9% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 25.63% | 225.00%-199.4pp | 116.11%-90.5pp | 551.85%-526.2pp |
| Employer contribution / active EE | $2,351 | $3,720-36.8% | $3,167-25.8% | $4,662-49.6% |
| Participant deferral / active EE | $11,558 | $5,714+102.3% | $5,011+130.6% | $6,690+72.8% |
| Admin fee / account holder | $81 | $17,133-99.5% | $10,958-99.3% | $13,392-99.4% |