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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,911 | $217,432-77.0% | $185,849-73.1% | $167,536-70.2% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.35% | 148.42%-133.1pp | 122.10%-106.7pp | 478.82%-463.5pp |
| Employer contribution / active EE | $3,076 | $5,875-47.6% | $5,169-40.5% | $4,839-36.4% |
| Participant deferral / active EE | $6,015 | $6,357-5.4% | $5,569+8.0% | $6,342-5.2% |
| Admin fee / account holder | $195 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |