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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,397 | $88,815-70.3% | $81,882-67.8% | $145,897-81.9% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 16.37% | 1033.75%-1017.4pp | 779.47%-763.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,767 | $3,086-42.7% | $2,916-39.4% | $4,663-62.1% |
| Participant deferral / active EE | $6,185 | $4,647+33.1% | $4,323+43.1% | $6,689-7.5% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |