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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,606 | $209,874-76.4% | $189,537-73.8% | $167,536-70.4% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 27.87% | 748.61%-720.7pp | 555.34%-527.5pp | 478.82%-450.9pp |
| Employer contribution / active EE | $1,950 | $6,913-71.8% | $6,161-68.3% | $4,839-59.7% |
| Participant deferral / active EE | $11,507 | $8,934+28.8% | $8,220+40.0% | $6,342+81.4% |
| Admin fee / account holder | $48 | $14,299-99.7% | $12,048-99.6% | $12,315-99.6% |