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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,202 | $209,425-79.8% | $178,499-76.4% | $158,966-73.5% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 30.26% | 188.80%-158.5pp | 151.10%-120.8pp | 302.95%-272.7pp |
| Employer contribution / active EE | $1,893 | $5,707-66.8% | $5,011-62.2% | $4,762-60.2% |
| Participant deferral / active EE | $4,755 | $5,955-20.1% | $5,202-8.6% | $5,983-20.5% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |