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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,059 | $198,461-81.8% | $170,436-78.8% | $147,585-75.6% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 21.41% | 257.30%-235.9pp | 205.94%-184.5pp | 578.57%-557.2pp |
| Employer contribution / active EE | $1,585 | $6,184-74.4% | $5,433-70.8% | $4,876-67.5% |
| Participant deferral / active EE | $2,184 | $5,629-61.2% | $4,939-55.8% | $5,439-59.8% |
| Admin fee / account holder | $72 | $16,852-99.6% | $13,880-99.5% | $10,885-99.3% |