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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,816 | $209,425-71.0% | $178,499-65.9% | $158,966-61.7% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 19.10% | 188.80%-169.7pp | 151.10%-132.0pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,761 | $5,707-69.1% | $5,011-64.9% | $4,762-63.0% |
| Participant deferral / active EE | $5,696 | $5,955-4.4% | $5,202+9.5% | $5,983-4.8% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |