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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,707 | $85,171-82.7% | $172,753-91.5% | $72,976-79.8% |
| Participation rate | 74.4% | 70.1%+4.4pp | 82.6%-8.2pp | 69.5%+4.9pp |
| Annual return | 21.33% | 27.32%-6.0pp | 803.00%-781.7pp | 81.02%-59.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,375 | $3,260-27.1% | $5,198-54.3% | $3,608-34.2% |
| Admin fee / account holder | $55 | $5,880-99.1% | $13,956-99.6% | $5,124-98.9% |