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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,738 | $175,231-60.2% | $149,696-53.4% | $139,466-50.0% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 20.98% | 166.77%-145.8pp | 134.46%-113.5pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,824 | $5,478-66.7% | $4,821-62.2% | $4,754-61.6% |
| Participant deferral / active EE | $4,674 | $6,521-28.3% | $5,682-17.7% | $6,712-30.4% |
| Admin fee / account holder | $114 | $16,155-99.3% | $13,212-99.1% | $11,409-99.0% |