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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,653 | $129,737-54.0% | $119,126-49.9% | $154,746-61.5% |
| Participation rate | 73.3% | 78.9%-5.5pp | 75.8%-2.4pp | 80.7%-7.4pp |
| Annual return | 24.05% | 379.08%-355.0pp | 282.11%-258.1pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,776 | $4,375-59.4% | $4,034-56.0% | $4,379-59.4% |
| Participant deferral / active EE | $3,999 | $5,842-31.5% | $5,318-24.8% | $6,730-40.6% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |