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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,956 | $209,422-81.9% | $178,503-78.7% | $158,982-76.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.38% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,605 | $5,707-71.9% | $5,011-68.0% | $4,763-66.3% |
| Participant deferral / active EE | $5,518 | $5,955-7.3% | $5,202+6.1% | $5,983-7.8% |
| Admin fee / account holder | $13 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |