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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,173 | $90,489-56.7% | $76,051-48.5% | $145,978-73.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 10.85% | 622.78%-611.9pp | 360.42%-349.6pp | 550.52%-539.7pp |
| Employer contribution / active EE | $5,448 | $3,319+64.1% | $2,690+102.5% | $4,662+16.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,690-100.0% |
| Admin fee / account holder | $253 | $8,374-97.0% | $6,416-96.1% | $13,400-98.1% |