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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,738 | $175,231-71.6% | $149,696-66.8% | $139,466-64.3% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 41.39% | 166.77%-125.4pp | 134.46%-93.1pp | 373.66%-332.3pp |
| Employer contribution / active EE | $1,285 | $5,478-76.5% | $4,821-73.3% | $4,754-73.0% |
| Participant deferral / active EE | $6,759 | $6,521+3.6% | $5,682+18.9% | $6,712+0.7% |
| Admin fee / account holder | $163 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |