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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,953 | $110,830-76.6% | $86,625-70.0% | $167,553-84.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 10.28% | 116.99%-106.7pp | 63.52%-53.2pp | 478.89%-468.6pp |
| Employer contribution / active EE | $1,659 | $3,245-48.9% | $2,496-33.5% | $4,840-65.7% |
| Participant deferral / active EE | $1,163 | $4,548-74.4% | $3,700-68.6% | $6,343-81.7% |
| Admin fee / account holder | $70 | $8,420-99.2% | $5,830-98.8% | $12,316-99.4% |