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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,994 | $226,105-80.5% | $182,540-75.9% | $152,897-71.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 34.32% | 192.58%-158.3pp | 148.58%-114.3pp | 345.43%-311.1pp |
| Employer contribution / active EE | $1,050 | $4,978-78.9% | $4,076-74.2% | $4,764-78.0% |
| Participant deferral / active EE | $13,875 | $6,370+117.8% | $5,525+151.1% | $5,851+137.1% |
| Admin fee / account holder | $20 | $10,706-99.8% | $8,593-99.8% | $11,599-99.8% |