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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,118 | $102,595-65.8% | $94,057-62.7% | $154,746-77.3% |
| Participation rate | 76.2% | 76.0%+0.2pp | 73.3%+2.8pp | 80.7%-4.5pp |
| Annual return | 14.55% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,519 | $3,147-51.7% | $2,933-48.2% | $4,379-65.3% |
| Participant deferral / active EE | $1,944 | $5,118-62.0% | $4,709-58.7% | $6,730-71.1% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |