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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,020 | $129,737-57.6% | $119,126-53.8% | $154,746-64.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 20.07% | 379.08%-359.0pp | 282.11%-262.0pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,604 | $4,375-40.5% | $4,034-35.4% | $4,379-40.5% |
| Participant deferral / active EE | $15,937 | $5,842+172.8% | $5,318+199.7% | $6,730+136.8% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |