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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,677 | $160,040-79.6% | $147,096-77.8% | $145,877-77.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 35.24% | 98.49%-63.3pp | 419.75%-384.5pp | 551.28%-516.0pp |
| Employer contribution / active EE | $1,964 | $5,289-62.9% | $4,936-60.2% | $4,663-57.9% |
| Participant deferral / active EE | $2,764 | $8,429-67.2% | $8,071-65.8% | $6,691-58.7% |
| Admin fee / account holder | $47 | $15,050-99.7% | $13,005-99.6% | $13,402-99.7% |