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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,399 | $99,079-71.3% | $78,002-63.6% | $273,972-89.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 6.93% | 217.93%-211.0pp | 425.99%-419.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,583 | $3,308-52.2% | $2,470-35.9% | $4,869-67.5% |
| Participant deferral / active EE | $1,925 | $4,306-55.3% | $3,497-45.0% | $5,287-63.6% |
| Admin fee / account holder | $23 | $8,954-99.7% | $5,481-99.6% | $10,133-99.8% |