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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,064 | $138,102-84.7% | $125,381-83.2% | $134,532-84.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 4.17% | 750.73%-746.6pp | 572.31%-568.1pp | 418.27%-414.1pp |
| Employer contribution / active EE | $2,618 | $5,245-50.1% | $4,815-45.6% | $4,741-44.8% |
| Participant deferral / active EE | $6,720 | $7,801-13.9% | $7,448-9.8% | $6,401+5.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |