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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,244 | $183,592-79.2% | $155,574-75.4% | $145,877-73.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.99% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $3,677 | $5,317-30.8% | $4,676-21.4% | $4,663-21.1% |
| Participant deferral / active EE | $1,958 | $6,466-69.7% | $5,629-65.2% | $6,691-70.7% |
| Admin fee / account holder | $39 | $19,316-99.8% | $15,914-99.8% | $13,402-99.7% |