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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,020 | $171,492-67.9% | $150,734-63.5% | $198,609-72.3% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 20.07% | 804.70%-784.6pp | 600.81%-580.7pp | 202.70%-182.6pp |
| Employer contribution / active EE | $2,604 | $5,470-52.4% | $4,918-47.1% | $5,055-48.5% |
| Participant deferral / active EE | $15,937 | $6,259+154.6% | $5,610+184.1% | $6,977+128.4% |
| Admin fee / account holder | $20 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |