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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,212 | $160,070-29.9% | $147,117-23.7% | $145,897-23.1% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-10.0pp | 80.3%-8.1pp |
| Annual return | 13.41% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,914 | $5,285-63.8% | $4,932-61.2% | $4,663-58.9% |
| Participant deferral / active EE | $5,933 | $8,419-29.5% | $8,065-26.4% | $6,689-11.3% |
| Admin fee / account holder | $40 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |