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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,071 | $95,664-76.9% | $76,902-71.3% | $139,487-84.2% |
| Participation rate | 85.7% | 74.0%+11.7pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 16.46% | 55.03%-38.6pp | 37.91%-21.4pp | 373.84%-357.4pp |
| Employer contribution / active EE | $806 | $3,147-74.4% | $2,534-68.2% | $4,755-83.0% |
| Participant deferral / active EE | $1,603 | $4,626-65.4% | $3,833-58.2% | $6,713-76.1% |
| Admin fee / account holder | $0 | $8,311-100.0% | $5,479-100.0% | $11,407-100.0% |