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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,008 | $175,257-58.3% | $149,717-51.2% | $139,456-47.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 18.23% | 166.70%-148.5pp | 134.41%-116.2pp | 373.45%-355.2pp |
| Employer contribution / active EE | $1,827 | $5,477-66.6% | $4,820-62.1% | $4,753-61.6% |
| Participant deferral / active EE | $5,908 | $6,521-9.4% | $5,682+4.0% | $6,711-12.0% |
| Admin fee / account holder | $24 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |