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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,330 | $88,754-71.5% | $81,820-69.0% | $145,877-82.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 10.35% | 1031.77%-1021.4pp | 777.93%-767.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,531 | $3,085-50.4% | $2,915-47.5% | $4,663-67.2% |
| Participant deferral / active EE | $3,794 | $4,648-18.4% | $4,323-12.2% | $6,691-43.3% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |