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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,786 | $157,296-44.8% | $141,191-38.5% | $152,897-43.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 29.96% | 64.34%-34.4pp | 71.41%-41.4pp | 345.43%-315.5pp |
| Employer contribution / active EE | $3,929 | $5,262-25.3% | $4,736-17.0% | $4,764-17.5% |
| Participant deferral / active EE | $6,656 | $7,111-6.4% | $6,710-0.8% | $5,851+13.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |