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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,056 | $176,105-48.9% | $159,474-43.5% | $167,536-46.2% |
| Participation rate | 81.3% | 85.0%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 43.61% | 331.91%-288.3pp | 263.68%-220.1pp | 478.82%-435.2pp |
| Employer contribution / active EE | $3,338 | $5,299-37.0% | $4,831-30.9% | $4,839-31.0% |
| Participant deferral / active EE | $7,325 | $7,751-5.5% | $7,353-0.4% | $6,342+15.5% |
| Admin fee / account holder | $50 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |