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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,303 | $226,090-78.6% | $182,531-73.5% | $152,885-68.4% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.5%-4.7pp |
| Annual return | 21.61% | 192.57%-171.0pp | 148.57%-127.0pp | 345.39%-323.8pp |
| Employer contribution / active EE | $866 | $4,978-82.6% | $4,075-78.8% | $4,763-81.8% |
| Participant deferral / active EE | $3,462 | $6,369-45.6% | $5,525-37.3% | $5,851-40.8% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |