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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,015 | $198,461-77.3% | $170,436-73.6% | $147,585-69.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 12.16% | 257.30%-245.1pp | 205.94%-193.8pp | 578.57%-566.4pp |
| Employer contribution / active EE | $1,766 | $6,184-71.4% | $5,433-67.5% | $4,876-63.8% |
| Participant deferral / active EE | $5,864 | $5,629+4.2% | $4,939+18.7% | $5,439+7.8% |
| Admin fee / account holder | $21 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |