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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,990 | $152,612-68.6% | $125,192-61.7% | $152,897-68.6% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.5%-4.7pp |
| Annual return | 24.59% | 54.85%-30.3pp | 43.79%-19.2pp | 345.43%-320.8pp |
| Employer contribution / active EE | $964 | $4,947-80.5% | $3,866-75.1% | $4,764-79.8% |
| Participant deferral / active EE | $2,992 | $5,868-49.0% | $4,937-39.4% | $5,851-48.9% |
| Admin fee / account holder | $20 | $13,437-99.9% | $9,704-99.8% | $11,599-99.8% |