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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,312 | $144,124-56.8% | $117,857-47.1% | $147,585-57.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 10.06% | 531.17%-521.1pp | 335.09%-325.0pp | 578.57%-568.5pp |
| Employer contribution / active EE | $2,254 | $4,897-54.0% | $3,786-40.5% | $4,876-53.8% |
| Participant deferral / active EE | $4,825 | $5,316-9.2% | $4,482+7.7% | $5,439-11.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |