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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,489 | $217,427-73.1% | $185,837-68.5% | $167,518-65.1% |
| Participation rate | 76.9% | 86.0%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 20.51% | 148.39%-127.9pp | 122.08%-101.6pp | 478.71%-458.2pp |
| Employer contribution / active EE | $3,801 | $5,874-35.3% | $5,168-26.5% | $4,838-21.5% |
| Participant deferral / active EE | $14,643 | $6,357+130.3% | $5,568+163.0% | $6,342+130.9% |
| Admin fee / account holder | $272 | $19,816-98.6% | $16,241-98.3% | $12,312-97.8% |