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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,178 | $198,462-79.3% | $170,439-75.8% | $147,585-72.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 36.81% | 257.30%-220.5pp | 205.94%-169.1pp | 578.58%-541.8pp |
| Employer contribution / active EE | $1,395 | $6,184-77.4% | $5,433-74.3% | $4,876-71.4% |
| Participant deferral / active EE | $7,793 | $5,629+38.4% | $4,939+57.8% | $5,439+43.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |