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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,627 | $102,595-57.5% | $94,057-53.6% | $154,746-71.8% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 80.7%-9.3pp |
| Annual return | 22.81% | 583.42%-560.6pp | 480.62%-457.8pp | 172.34%-149.5pp |
| Employer contribution / active EE | $1,493 | $3,147-52.6% | $2,933-49.1% | $4,379-65.9% |
| Participant deferral / active EE | $7,909 | $5,118+54.5% | $4,709+67.9% | $6,730+17.5% |
| Admin fee / account holder | $71 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |