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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,609 | $198,462-80.0% | $170,439-76.8% | $147,585-73.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 22.83% | 257.30%-234.5pp | 205.94%-183.1pp | 578.58%-555.8pp |
| Employer contribution / active EE | $2,521 | $6,184-59.2% | $5,433-53.6% | $4,876-48.3% |
| Participant deferral / active EE | $4,948 | $5,629-12.1% | $4,939+0.2% | $5,439-9.0% |
| Admin fee / account holder | $80 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |