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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,272 | $144,130-79.0% | $117,861-74.3% | $147,586-79.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 15.64% | 531.20%-515.6pp | 335.11%-319.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,628 | $4,897-66.8% | $3,786-57.0% | $4,876-66.6% |
| Participant deferral / active EE | $8,813 | $5,316+65.8% | $4,482+96.6% | $5,439+62.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |