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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,671 | $184,000-75.7% | $162,185-72.5% | $152,909-70.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 14.35% | 150.80%-136.4pp | 115.61%-101.3pp | 345.46%-331.1pp |
| Employer contribution / active EE | $2,390 | $6,370-62.5% | $5,613-57.4% | $4,764-49.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $60 | $13,124-99.5% | $10,844-99.4% | $11,601-99.5% |