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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,397 | $88,754-70.3% | $81,820-67.7% | $145,877-81.9% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 16.37% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,767 | $3,085-42.7% | $2,915-39.4% | $4,663-62.1% |
| Participant deferral / active EE | $6,185 | $4,648+33.1% | $4,323+43.1% | $6,691-7.6% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |