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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,275 | $90,397-62.1% | $76,002-54.9% | $145,959-76.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 9.37% | 621.97%-612.6pp | 360.07%-350.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $843 | $3,317-74.6% | $2,688-68.7% | $4,661-81.9% |
| Participant deferral / active EE | $0 | $5,163-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9 | $8,369-99.9% | $6,414-99.9% | $13,398-99.9% |