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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,732 | $114,073-59.0% | $96,161-51.4% | $167,518-72.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 11.22% | 189.95%-178.7pp | 192.01%-180.8pp | 478.71%-467.5pp |
| Employer contribution / active EE | $619 | $3,428-81.9% | $2,798-77.9% | $4,838-87.2% |
| Participant deferral / active EE | $1,874 | $5,195-63.9% | $4,349-56.9% | $6,342-70.5% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |