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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,037 | $175,231-82.9% | $149,696-79.9% | $139,466-78.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 21.52% | 166.77%-145.3pp | 134.46%-112.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $1,971 | $5,478-64.0% | $4,821-59.1% | $4,754-58.5% |
| Participant deferral / active EE | $6,475 | $6,521-0.7% | $5,682+14.0% | $6,712-3.5% |
| Admin fee / account holder | $219 | $16,155-98.6% | $13,212-98.3% | $11,409-98.1% |