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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,514 | $175,231-75.7% | $149,696-71.6% | $139,466-69.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 18.16% | 166.77%-148.6pp | 134.46%-116.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,865 | $5,478-65.9% | $4,821-61.3% | $4,754-60.8% |
| Participant deferral / active EE | $5,320 | $6,521-18.4% | $5,682-6.4% | $6,712-20.7% |
| Admin fee / account holder | $262 | $16,155-98.4% | $13,212-98.0% | $11,409-97.7% |