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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,875 | $176,105-75.7% | $159,474-73.1% | $167,536-74.4% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 19.63% | 331.91%-312.3pp | 263.68%-244.0pp | 478.82%-459.2pp |
| Employer contribution / active EE | $1,937 | $5,299-63.5% | $4,831-59.9% | $4,839-60.0% |
| Participant deferral / active EE | $11,715 | $7,751+51.1% | $7,353+59.3% | $6,342+84.7% |
| Admin fee / account holder | $55 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |