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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,405 | $217,427-66.7% | $185,837-61.0% | $167,518-56.8% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.90% | 148.39%-135.5pp | 122.08%-109.2pp | 478.71%-465.8pp |
| Employer contribution / active EE | $1,225 | $5,874-79.1% | $5,168-76.3% | $4,838-74.7% |
| Participant deferral / active EE | $10,188 | $6,357+60.3% | $5,568+82.9% | $6,342+60.6% |
| Admin fee / account holder | $20 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |