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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,101 | $109,411-78.9% | $89,435-74.2% | $158,982-85.5% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 17.11% | 345.68%-328.6pp | 245.55%-228.4pp | 302.99%-285.9pp |
| Employer contribution / active EE | $557 | $3,173-82.4% | $2,587-78.5% | $4,763-88.3% |
| Participant deferral / active EE | $2,854 | $4,600-37.9% | $3,890-26.6% | $5,983-52.3% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |