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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,324 | $112,131-65.8% | $95,964-60.1% | $158,982-75.9% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.25% | 171.19%-156.9pp | 91.64%-77.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,989 | $3,199-37.8% | $2,541-21.7% | $4,763-58.2% |
| Participant deferral / active EE | $4,625 | $4,784-3.3% | $4,167+11.0% | $5,983-22.7% |
| Admin fee / account holder | $174 | $10,136-98.3% | $6,797-97.4% | $11,252-98.5% |