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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,517 | $100,938-72.7% | $90,461-69.6% | $158,982-82.7% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 19.76% | 1727.20%-1707.4pp | 1294.76%-1275.0pp | 302.99%-283.2pp |
| Employer contribution / active EE | $1,983 | $3,691-46.3% | $3,264-39.3% | $4,763-58.4% |
| Participant deferral / active EE | $4,491 | $4,350+3.3% | $3,964+13.3% | $5,983-24.9% |
| Admin fee / account holder | $58 | $6,510-99.1% | $5,617-99.0% | $11,252-99.5% |