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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,010 | $217,432-60.4% | $185,849-53.7% | $167,536-48.7% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 18.91% | 148.42%-129.5pp | 122.10%-103.2pp | 478.82%-459.9pp |
| Employer contribution / active EE | $1,857 | $5,875-68.4% | $5,169-64.1% | $4,839-61.6% |
| Participant deferral / active EE | $5,182 | $6,357-18.5% | $5,569-6.9% | $6,342-18.3% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |