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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,316 | $175,259-67.3% | $149,723-61.7% | $139,487-58.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 18.54% | 166.82%-148.3pp | 134.50%-116.0pp | 373.84%-355.3pp |
| Employer contribution / active EE | $1,789 | $5,478-67.3% | $4,821-62.9% | $4,755-62.4% |
| Participant deferral / active EE | $2,312 | $6,522-64.5% | $5,682-59.3% | $6,713-65.6% |
| Admin fee / account holder | $297 | $16,158-98.2% | $13,215-97.8% | $11,407-97.4% |