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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,444 | $176,105-85.0% | $159,474-83.4% | $167,536-84.2% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 23.58% | 331.91%-308.3pp | 263.68%-240.1pp | 478.82%-455.2pp |
| Employer contribution / active EE | $4,859 | $5,299-8.3% | $4,831+0.6% | $4,839+0.4% |
| Participant deferral / active EE | $5,612 | $7,751-27.6% | $7,353-23.7% | $6,342-11.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |