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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,614 | $226,105-88.7% | $182,540-86.0% | $152,897-83.2% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.5%-11.0pp |
| Annual return | 38.11% | 192.58%-154.5pp | 148.58%-110.5pp | 345.43%-307.3pp |
| Employer contribution / active EE | $1,358 | $4,978-72.7% | $4,076-66.7% | $4,764-71.5% |
| Participant deferral / active EE | $3,645 | $6,370-42.8% | $5,525-34.0% | $5,851-37.7% |
| Admin fee / account holder | $225 | $10,706-97.9% | $8,593-97.4% | $11,599-98.1% |