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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,280 | $138,072-83.1% | $123,549-81.2% | $135,382-82.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 15.39% | 153.69%-138.3pp | 119.20%-103.8pp | 519.77%-504.4pp |
| Employer contribution / active EE | $1,995 | $5,152-61.3% | $4,628-56.9% | $4,779-58.3% |
| Participant deferral / active EE | $5,420 | $6,799-20.3% | $6,426-15.7% | $5,609-3.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |