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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,876 | $176,105-72.2% | $159,474-69.4% | $167,536-70.8% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 22.14% | 331.91%-309.8pp | 263.68%-241.5pp | 478.82%-456.7pp |
| Employer contribution / active EE | $2,089 | $5,299-60.6% | $4,831-56.8% | $4,839-56.8% |
| Participant deferral / active EE | $3,960 | $7,751-48.9% | $7,353-46.2% | $6,342-37.6% |
| Admin fee / account holder | $218 | $12,559-98.3% | $10,802-98.0% | $12,315-98.2% |