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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,625 | $172,111-80.5% | $150,298-77.6% | $137,256-75.5% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 53.88% | 69.37%-15.5pp | 62.79%-8.9pp | 220.34%-166.5pp |
| Employer contribution / active EE | $3,426 | $4,636-26.1% | $4,154-17.5% | $4,156-17.6% |
| Participant deferral / active EE | $5,067 | $6,166-17.8% | $5,453-7.1% | $6,407-20.9% |
| Admin fee / account holder | $17 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |