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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,913 | $100,895-57.5% | $90,430-52.5% | $158,950-73.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 11.28% | 1725.54%-1714.3pp | 1293.73%-1282.4pp | 302.91%-291.6pp |
| Employer contribution / active EE | $1,607 | $3,689-56.4% | $3,262-50.7% | $4,762-66.3% |
| Participant deferral / active EE | $2,968 | $4,347-31.7% | $3,963-25.1% | $5,983-50.4% |
| Admin fee / account holder | $125 | $6,505-98.1% | $5,613-97.8% | $11,248-98.9% |