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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,790 | $209,422-78.6% | $178,503-74.9% | $158,982-71.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 21.05% | 188.81%-167.8pp | 151.12%-130.1pp | 302.99%-281.9pp |
| Employer contribution / active EE | $1,383 | $5,707-75.8% | $5,011-72.4% | $4,763-71.0% |
| Participant deferral / active EE | $2,599 | $5,955-56.4% | $5,202-50.0% | $5,983-56.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |