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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,677 | $159,934-79.6% | $147,005-77.8% | $145,959-77.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 35.24% | 98.24%-63.0pp | 418.76%-383.5pp | 561.95%-526.7pp |
| Employer contribution / active EE | $1,964 | $5,287-62.9% | $4,934-60.2% | $4,661-57.9% |
| Participant deferral / active EE | $2,764 | $8,427-67.2% | $8,070-65.8% | $6,689-58.7% |
| Admin fee / account holder | $47 | $15,053-99.7% | $13,006-99.6% | $13,398-99.7% |