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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,861 | $144,130-65.4% | $117,861-57.7% | $147,586-66.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 16.62% | 531.20%-514.6pp | 335.11%-318.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,390 | $4,897-71.6% | $3,786-63.3% | $4,876-71.5% |
| Participant deferral / active EE | $1,612 | $5,316-69.7% | $4,482-64.0% | $5,439-70.4% |
| Admin fee / account holder | $77 | $10,887-99.3% | $8,021-99.0% | $10,886-99.3% |