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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,642 | $175,212-69.4% | $149,682-64.2% | $139,427-61.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 19.05% | 166.63%-147.6pp | 134.35%-115.3pp | 373.27%-354.2pp |
| Employer contribution / active EE | $0 | $5,475-100.0% | $4,818-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |