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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,845 | $115,796-77.7% | $101,264-74.5% | $158,950-83.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 14.31% | 56.15%-41.8pp | 46.48%-32.2pp | 302.91%-288.6pp |
| Employer contribution / active EE | $1,504 | $4,175-64.0% | $3,660-58.9% | $4,762-68.4% |
| Participant deferral / active EE | $4,351 | $4,958-12.3% | $4,370-0.5% | $5,983-27.3% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |