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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,486 | $100,911-77.7% | $90,440-75.1% | $158,966-85.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 16.81% | 1726.62%-1709.8pp | 1294.38%-1277.6pp | 302.95%-286.1pp |
| Employer contribution / active EE | $217 | $3,690-94.1% | $3,263-93.3% | $4,762-95.4% |
| Participant deferral / active EE | $873 | $4,348-79.9% | $3,964-78.0% | $5,983-85.4% |
| Admin fee / account holder | $149 | $6,507-97.7% | $5,615-97.3% | $11,250-98.7% |