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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,289 | $160,070-59.8% | $147,117-56.3% | $145,897-55.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 28.54% | 98.69%-70.1pp | 420.54%-392.0pp | 552.29%-523.8pp |
| Employer contribution / active EE | $2,003 | $5,285-62.1% | $4,932-59.4% | $4,663-57.0% |
| Participant deferral / active EE | $12,568 | $8,419+49.3% | $8,065+55.8% | $6,689+87.9% |
| Admin fee / account holder | $79 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |