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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,365 | $209,422-82.2% | $178,503-79.1% | $158,982-76.5% |
| Participation rate | 78.3% | 86.4%-8.1pp | 81.9%-3.7pp | 82.0%-3.7pp |
| Annual return | 22.51% | 188.81%-166.3pp | 151.12%-128.6pp | 302.99%-280.5pp |
| Employer contribution / active EE | $2,228 | $5,707-61.0% | $5,011-55.5% | $4,763-53.2% |
| Participant deferral / active EE | $3,882 | $5,955-34.8% | $5,202-25.4% | $5,983-35.1% |
| Admin fee / account holder | $26 | $17,079-99.8% | $13,987-99.8% | $11,252-99.8% |