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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,267 | $217,392-82.9% | $185,818-79.9% | $167,497-77.8% |
| Participation rate | 73.3% | 86.0%-12.7pp | 81.7%-8.4pp | 82.1%-8.8pp |
| Annual return | 28.06% | 148.37%-120.3pp | 122.06%-94.0pp | 478.62%-450.6pp |
| Employer contribution / active EE | $1,335 | $5,873-77.3% | $5,168-74.2% | $4,838-72.4% |
| Participant deferral / active EE | $5,549 | $6,357-12.7% | $5,568-0.3% | $6,341-12.5% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |