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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,045 | $160,040-72.5% | $147,096-70.1% | $145,877-69.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 13.87% | 98.49%-84.6pp | 419.75%-405.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $8,238 | $5,289+55.7% | $4,936+66.9% | $4,663+76.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $55 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |