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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,402 | $159,934-64.1% | $147,005-61.0% | $145,959-60.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.07% | 98.24%-81.2pp | 418.76%-401.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $2,501 | $5,287-52.7% | $4,934-49.3% | $4,661-46.3% |
| Participant deferral / active EE | $5,640 | $8,427-33.1% | $8,070-30.1% | $6,689-15.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |