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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,721 | $165,361-82.6% | $149,715-80.8% | $158,950-81.9% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 37.50% | 348.24%-310.7pp | 276.66%-239.2pp | 302.91%-265.4pp |
| Employer contribution / active EE | $1,768 | $5,103-65.4% | $4,645-61.9% | $4,762-62.9% |
| Participant deferral / active EE | $5,472 | $7,182-23.8% | $6,842-20.0% | $5,983-8.5% |
| Admin fee / account holder | $172 | $10,808-98.4% | $9,310-98.2% | $11,248-98.5% |