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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,039 | $175,231-71.4% | $149,696-66.6% | $139,466-64.1% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 18.38% | 166.77%-148.4pp | 134.46%-116.1pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,098 | $5,478-80.0% | $4,821-77.2% | $4,754-76.9% |
| Participant deferral / active EE | $5,379 | $6,521-17.5% | $5,682-5.3% | $6,712-19.9% |
| Admin fee / account holder | $56 | $16,155-99.7% | $13,212-99.6% | $11,409-99.5% |