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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,596 | $209,422-78.7% | $178,503-75.0% | $158,982-71.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 27.64% | 188.81%-161.2pp | 151.12%-123.5pp | 302.99%-275.4pp |
| Employer contribution / active EE | $1,783 | $5,707-68.8% | $5,011-64.4% | $4,763-62.6% |
| Participant deferral / active EE | $2,293 | $5,955-61.5% | $5,202-55.9% | $5,983-61.7% |
| Admin fee / account holder | $256 | $17,079-98.5% | $13,987-98.2% | $11,252-97.7% |