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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,386 | $226,105-79.9% | $182,540-75.1% | $152,897-70.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 31.42% | 192.58%-161.2pp | 148.58%-117.2pp | 345.43%-314.0pp |
| Employer contribution / active EE | $1,374 | $4,978-72.4% | $4,076-66.3% | $4,764-71.2% |
| Participant deferral / active EE | $9,272 | $6,370+45.6% | $5,525+67.8% | $5,851+58.5% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |