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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,874 | $176,105-79.6% | $159,474-77.5% | $167,536-78.6% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.51% | 331.91%-312.4pp | 263.68%-244.2pp | 478.82%-459.3pp |
| Employer contribution / active EE | $1,729 | $5,299-67.4% | $4,831-64.2% | $4,839-64.3% |
| Participant deferral / active EE | $4,654 | $7,751-40.0% | $7,353-36.7% | $6,342-26.6% |
| Admin fee / account holder | $287 | $12,559-97.7% | $10,802-97.3% | $12,315-97.7% |