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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,605 | $99,017-64.0% | $86,587-58.9% | $147,585-75.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 16.71% | 1312.37%-1295.7pp | 964.86%-948.1pp | 578.56%-561.8pp |
| Employer contribution / active EE | $4,246 | $3,132+35.6% | $2,839+49.5% | $4,876-12.9% |
| Participant deferral / active EE | $2,114 | $3,972-46.8% | $3,609-41.4% | $5,439-61.1% |
| Admin fee / account holder | $16 | $5,710-99.7% | $4,906-99.7% | $10,885-99.9% |