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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,706 | $175,231-72.2% | $149,696-67.5% | $139,466-65.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 28.41% | 166.77%-138.4pp | 134.46%-106.1pp | 373.66%-345.3pp |
| Employer contribution / active EE | $1,762 | $5,478-67.8% | $4,821-63.5% | $4,754-62.9% |
| Participant deferral / active EE | $15,647 | $6,521+139.9% | $5,682+175.4% | $6,712+133.1% |
| Admin fee / account holder | $279 | $16,155-98.3% | $13,212-97.9% | $11,409-97.6% |