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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,313 | $165,399-77.4% | $149,745-75.1% | $158,982-76.5% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 46.60% | 348.34%-301.7pp | 276.72%-230.1pp | 302.99%-256.4pp |
| Employer contribution / active EE | $2,032 | $5,105-60.2% | $4,646-56.3% | $4,763-57.3% |
| Participant deferral / active EE | $5,958 | $7,183-17.0% | $6,843-12.9% | $5,983-0.4% |
| Admin fee / account holder | $34 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |