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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,537 | $72,071-34.0% | $68,368-30.5% | $137,256-65.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 19.48% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,500 | $2,788-46.2% | $2,649-43.4% | $4,156-63.9% |
| Participant deferral / active EE | $1,783 | $4,410-59.6% | $4,123-56.8% | $6,407-72.2% |
| Admin fee / account holder | $23 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |