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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,646 | $148,558-84.8% | $135,925-83.3% | $139,427-83.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 37.07% | 79.22%-42.2pp | 68.25%-31.2pp | 373.27%-336.2pp |
| Employer contribution / active EE | $2,148 | $5,244-59.0% | $4,857-55.8% | $4,752-54.8% |
| Participant deferral / active EE | $4,967 | $8,101-38.7% | $7,759-36.0% | $6,711-26.0% |
| Admin fee / account holder | $34 | $12,401-99.7% | $10,764-99.7% | $11,404-99.7% |