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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,221 | $144,130-73.5% | $117,861-67.6% | $147,586-74.1% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 22.61% | 531.20%-508.6pp | 335.11%-312.5pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,813 | $4,897-63.0% | $3,786-52.1% | $4,876-62.8% |
| Participant deferral / active EE | $9,346 | $5,316+75.8% | $4,482+108.5% | $5,439+71.8% |
| Admin fee / account holder | $109 | $10,887-99.0% | $8,021-98.6% | $10,886-99.0% |