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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,289 | $159,934-59.8% | $147,005-56.3% | $145,959-56.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 28.54% | 98.24%-69.7pp | 418.76%-390.2pp | 561.95%-533.4pp |
| Employer contribution / active EE | $2,003 | $5,287-62.1% | $4,934-59.4% | $4,661-57.0% |
| Participant deferral / active EE | $12,568 | $8,427+49.1% | $8,070+55.7% | $6,689+87.9% |
| Admin fee / account holder | $79 | $15,053-99.5% | $13,006-99.4% | $13,398-99.4% |