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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,664 | $176,077-86.6% | $159,455-85.2% | $167,518-85.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 17.64% | 331.83%-314.2pp | 263.63%-246.0pp | 478.71%-461.1pp |
| Employer contribution / active EE | $2,749 | $5,298-48.1% | $4,830-43.1% | $4,838-43.2% |
| Participant deferral / active EE | $3,087 | $7,751-60.2% | $7,353-58.0% | $6,342-51.3% |
| Admin fee / account holder | $14 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |