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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,664 | $176,105-86.6% | $159,474-85.2% | $167,536-85.9% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.64% | 331.91%-314.3pp | 263.68%-246.0pp | 478.82%-461.2pp |
| Employer contribution / active EE | $2,749 | $5,299-48.1% | $4,831-43.1% | $4,839-43.2% |
| Participant deferral / active EE | $3,087 | $7,751-60.2% | $7,353-58.0% | $6,342-51.3% |
| Admin fee / account holder | $14 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |