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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,397 | $88,778-70.3% | $81,844-67.7% | $145,884-81.9% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+1.0pp | 80.3%-7.0pp |
| Annual return | 16.37% | 1033.03%-1016.7pp | 778.87%-762.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,767 | $3,087-42.8% | $2,916-39.4% | $4,662-62.1% |
| Participant deferral / active EE | $6,185 | $4,648+33.1% | $4,323+43.0% | $6,690-7.5% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |