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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,626 | $115,814-79.6% | $101,275-76.7% | $158,982-85.1% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 16.58% | 56.16%-39.6pp | 46.48%-29.9pp | 302.99%-286.4pp |
| Employer contribution / active EE | $1,335 | $4,176-68.0% | $3,660-63.5% | $4,763-72.0% |
| Participant deferral / active EE | $1,714 | $4,958-65.4% | $4,371-60.8% | $5,983-71.3% |
| Admin fee / account holder | $60 | $7,249-99.2% | $5,948-99.0% | $11,252-99.5% |