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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,466 | $165,351-76.7% | $149,710-74.3% | $158,931-75.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.66% | 348.19%-327.5pp | 276.63%-256.0pp | 302.86%-282.2pp |
| Employer contribution / active EE | $1,750 | $5,103-65.7% | $4,645-62.3% | $4,761-63.2% |
| Participant deferral / active EE | $3,709 | $7,181-48.4% | $6,842-45.8% | $5,982-38.0% |
| Admin fee / account holder | $22 | $10,807-99.8% | $9,309-99.8% | $11,247-99.8% |