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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,951 | $198,457-61.2% | $170,435-54.8% | $147,586-47.9% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 12.32% | 257.30%-245.0pp | 205.94%-193.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $2,779 | $6,183-55.1% | $5,432-48.8% | $4,876-43.0% |
| Participant deferral / active EE | $4,949 | $5,629-12.1% | $4,939+0.2% | $5,439-9.0% |
| Admin fee / account holder | $155 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |