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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,148 | $160,070-66.2% | $147,117-63.2% | $145,897-62.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 38.17% | 98.69%-60.5pp | 420.54%-382.4pp | 552.29%-514.1pp |
| Employer contribution / active EE | $1,711 | $5,285-67.6% | $4,932-65.3% | $4,663-63.3% |
| Participant deferral / active EE | $3,737 | $8,419-55.6% | $8,065-53.7% | $6,689-44.1% |
| Admin fee / account holder | $233 | $15,035-98.4% | $12,993-98.2% | $13,390-98.3% |