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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,173 | $90,691-56.8% | $76,119-48.5% | $145,884-73.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 10.85% | 624.52%-613.7pp | 361.25%-350.4pp | 551.85%-541.0pp |
| Employer contribution / active EE | $5,448 | $3,329+63.7% | $2,693+102.3% | $4,662+16.8% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $253 | $8,383-97.0% | $6,421-96.1% | $13,392-98.1% |