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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,568 | $103,038-76.2% | $90,324-72.8% | $152,909-83.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 27.33% | 95.25%-67.9pp | 78.15%-50.8pp | 345.46%-318.1pp |
| Employer contribution / active EE | $1,380 | $3,141-56.1% | $2,856-51.7% | $4,764-71.0% |
| Participant deferral / active EE | $6,590 | $4,282+53.9% | $3,885+69.6% | $5,851+12.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |