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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,173 | $183,988-77.1% | $162,177-74.0% | $152,897-72.4% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.5%-5.5pp |
| Annual return | 24.63% | 150.79%-126.2pp | 115.60%-91.0pp | 345.43%-320.8pp |
| Employer contribution / active EE | $3,542 | $6,370-44.4% | $5,613-36.9% | $4,764-25.6% |
| Participant deferral / active EE | $9,167 | $8,032+14.1% | $7,297+25.6% | $5,851+56.7% |
| Admin fee / account holder | $166 | $13,123-98.7% | $10,843-98.5% | $11,599-98.6% |