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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,317 | $160,070-88.6% | $147,117-87.5% | $145,897-87.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.46% | 98.69%-75.2pp | 420.54%-397.1pp | 552.29%-528.8pp |
| Employer contribution / active EE | $1,674 | $5,285-68.3% | $4,932-66.1% | $4,663-64.1% |
| Participant deferral / active EE | $6,825 | $8,419-18.9% | $8,065-15.4% | $6,689+2.0% |
| Admin fee / account holder | $220 | $15,035-98.5% | $12,993-98.3% | $13,390-98.4% |