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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,051 | $72,071-48.6% | $68,368-45.8% | $137,256-73.0% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 19.42% | 353.14%-333.7pp | 292.57%-273.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,835 | $2,788-34.2% | $2,649-30.7% | $4,156-55.8% |
| Participant deferral / active EE | $5,875 | $4,410+33.2% | $4,123+42.5% | $6,407-8.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |