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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,504 | $217,427-74.9% | $185,837-70.7% | $167,518-67.5% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 11.95% | 148.39%-136.4pp | 122.08%-110.1pp | 478.71%-466.8pp |
| Employer contribution / active EE | $2,462 | $5,874-58.1% | $5,168-52.4% | $4,838-49.1% |
| Participant deferral / active EE | $6,233 | $6,357-2.0% | $5,568+11.9% | $6,342-1.7% |
| Admin fee / account holder | $28 | $19,816-99.9% | $16,241-99.8% | $12,312-99.8% |