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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,230 | $210,698-68.6% | $178,014-62.8% | $145,959-54.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.62% | 386.27%-371.7pp | 294.80%-280.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,809 | $4,567-60.4% | $3,950-54.2% | $4,661-61.2% |
| Participant deferral / active EE | $6,621 | $6,958-4.9% | $6,276+5.5% | $6,689-1.0% |
| Admin fee / account holder | $20 | $12,016-99.8% | $10,362-99.8% | $13,398-99.9% |