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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,324 | $175,231-87.8% | $149,696-85.8% | $139,466-84.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.87% | 166.77%-142.9pp | 134.46%-110.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $1,370 | $5,478-75.0% | $4,821-71.6% | $4,754-71.2% |
| Participant deferral / active EE | $6,656 | $6,521+2.1% | $5,682+17.1% | $6,712-0.8% |
| Admin fee / account holder | $197 | $16,155-98.8% | $13,212-98.5% | $11,409-98.3% |