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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,045 | $160,070-72.5% | $147,117-70.1% | $145,897-69.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.87% | 98.69%-84.8pp | 420.54%-406.7pp | 552.29%-538.4pp |
| Employer contribution / active EE | $8,238 | $5,285+55.9% | $4,932+67.0% | $4,663+76.7% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $55 | $15,035-99.6% | $12,993-99.6% | $13,390-99.6% |