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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,623 | $70,366-63.6% | $66,674-61.6% | $138,895-81.6% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 18.61% | 386.41%-367.8pp | 321.24%-302.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,638 | $2,765-40.7% | $2,620-37.5% | $4,194-60.9% |
| Participant deferral / active EE | $1,783 | $4,374-59.2% | $4,084-56.4% | $6,396-72.1% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |