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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,230 | $209,428-84.1% | $178,498-81.4% | $158,950-79.1% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 20.28% | 188.78%-168.5pp | 151.09%-130.8pp | 302.91%-282.6pp |
| Employer contribution / active EE | $1,604 | $5,707-71.9% | $5,011-68.0% | $4,762-66.3% |
| Participant deferral / active EE | $3,571 | $5,955-40.0% | $5,202-31.4% | $5,983-40.3% |
| Admin fee / account holder | $145 | $17,077-99.2% | $13,985-99.0% | $11,248-98.7% |