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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,525 | $175,231-88.9% | $149,696-87.0% | $139,466-86.0% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 29.36% | 166.77%-137.4pp | 134.46%-105.1pp | 373.66%-344.3pp |
| Employer contribution / active EE | $1,785 | $5,478-67.4% | $4,821-63.0% | $4,754-62.5% |
| Participant deferral / active EE | $7,032 | $6,521+7.8% | $5,682+23.8% | $6,712+4.8% |
| Admin fee / account holder | $57 | $16,155-99.6% | $13,212-99.6% | $11,409-99.5% |