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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,705 | $96,678-93.1% | $86,640-92.3% | $139,466-95.2% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 35.78% | 106.69%-70.9pp | 592.52%-556.7pp | 373.66%-337.9pp |
| Employer contribution / active EE | $1,498 | $3,265-54.1% | $3,024-50.5% | $4,754-68.5% |
| Participant deferral / active EE | $1,836 | $4,837-62.0% | $4,438-58.6% | $6,712-72.7% |
| Admin fee / account holder | $252 | $6,410-96.1% | $5,616-95.5% | $11,409-97.8% |