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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,117 | $99,995-68.9% | $85,063-63.4% | $145,978-78.7% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 18.69% | 83.99%-65.3pp | 66.54%-47.8pp | 550.52%-531.8pp |
| Employer contribution / active EE | $1,925 | $3,231-40.4% | $2,727-29.4% | $4,662-58.7% |
| Participant deferral / active EE | $6,553 | $5,295+23.7% | $4,523+44.9% | $6,690-2.0% |
| Admin fee / account holder | $70 | $7,255-99.0% | $6,155-98.9% | $13,400-99.5% |