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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,148 | $160,040-66.2% | $147,096-63.2% | $145,877-62.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 38.17% | 98.49%-60.3pp | 419.75%-381.6pp | 551.28%-513.1pp |
| Employer contribution / active EE | $1,711 | $5,289-67.6% | $4,936-65.3% | $4,663-63.3% |
| Participant deferral / active EE | $3,737 | $8,429-55.7% | $8,071-53.7% | $6,691-44.1% |
| Admin fee / account holder | $233 | $15,050-98.4% | $13,005-98.2% | $13,402-98.3% |