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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,525 | $175,231-67.2% | $149,696-61.6% | $139,466-58.8% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 19.09% | 166.77%-147.7pp | 134.46%-115.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,472 | $5,478-73.1% | $4,821-69.5% | $4,754-69.0% |
| Participant deferral / active EE | $2,608 | $6,521-60.0% | $5,682-54.1% | $6,712-61.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |