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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,232 | $165,399-78.1% | $149,745-75.8% | $158,982-77.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 37.61% | 348.34%-310.7pp | 276.72%-239.1pp | 302.99%-265.4pp |
| Employer contribution / active EE | $2,281 | $5,105-55.3% | $4,646-50.9% | $4,763-52.1% |
| Participant deferral / active EE | $9,631 | $7,183+34.1% | $6,843+40.7% | $5,983+61.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |