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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,537 | $234,190-82.7% | $180,320-77.5% | $198,609-79.6% |
| Participation rate | 76.9% | 77.1%-0.2pp | 71.5%+5.4pp | 82.4%-5.5pp |
| Annual return | 3.67% | 1057.44%-1053.8pp | 778.54%-774.9pp | 202.70%-199.0pp |
| Employer contribution / active EE | $1,993 | $5,258-62.1% | $4,108-51.5% | $5,055-60.6% |
| Participant deferral / active EE | $2,110 | $4,988-57.7% | $4,304-51.0% | $6,977-69.8% |
| Admin fee / account holder | $2 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |