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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,431 | $108,897-75.7% | $100,378-73.7% | $145,877-81.9% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 13.92% | 58.17%-44.2pp | 49.41%-35.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,388 | $4,420-68.6% | $3,942-64.8% | $4,663-70.2% |
| Participant deferral / active EE | $5,275 | $8,455-37.6% | $8,087-34.8% | $6,691-21.2% |
| Admin fee / account holder | $50 | $9,690-99.5% | $7,899-99.4% | $13,402-99.6% |