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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,365 | $202,440-76.1% | $169,390-71.4% | $139,466-65.3% |
| Participation rate | 72.2% | 81.1%-8.9pp | 77.2%-5.0pp | 80.3%-8.1pp |
| Annual return | 18.68% | 532.36%-513.7pp | 406.07%-387.4pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,299 | $4,693-72.3% | $4,013-67.6% | $4,754-72.7% |
| Participant deferral / active EE | $2,788 | $6,940-59.8% | $6,222-55.2% | $6,712-58.5% |
| Admin fee / account holder | $263 | $10,722-97.6% | $9,015-97.1% | $11,409-97.7% |