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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,299 | $175,259-68.4% | $149,723-63.1% | $139,487-60.4% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 17.53% | 166.82%-149.3pp | 134.50%-117.0pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,543 | $5,478-71.8% | $4,821-68.0% | $4,755-67.6% |
| Participant deferral / active EE | $3,545 | $6,522-45.6% | $5,682-37.6% | $6,713-47.2% |
| Admin fee / account holder | $232 | $16,158-98.6% | $13,215-98.2% | $11,407-98.0% |