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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,121 | $176,105-80.1% | $159,474-78.0% | $167,536-79.0% |
| Participation rate | 76.9% | 85.0%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 19.71% | 331.91%-312.2pp | 263.68%-244.0pp | 478.82%-459.1pp |
| Employer contribution / active EE | $982 | $5,299-81.5% | $4,831-79.7% | $4,839-79.7% |
| Participant deferral / active EE | $8,751 | $7,751+12.9% | $7,353+19.0% | $6,342+38.0% |
| Admin fee / account holder | $25 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |