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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,557 | $209,425-67.7% | $178,499-62.2% | $158,966-57.5% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 23.29% | 188.80%-165.5pp | 151.10%-127.8pp | 302.95%-279.7pp |
| Employer contribution / active EE | $1,801 | $5,707-68.5% | $5,011-64.1% | $4,762-62.2% |
| Participant deferral / active EE | $3,421 | $5,955-42.6% | $5,202-34.2% | $5,983-42.8% |
| Admin fee / account holder | $220 | $17,078-98.7% | $13,986-98.4% | $11,250-98.0% |