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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,000 | $99,995-88.0% | $85,063-85.9% | $145,978-91.8% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 15.43% | 83.99%-68.6pp | 66.54%-51.1pp | 550.52%-535.1pp |
| Employer contribution / active EE | $1,018 | $3,231-68.5% | $2,727-62.7% | $4,662-78.2% |
| Participant deferral / active EE | $2,128 | $5,295-59.8% | $4,523-52.9% | $6,690-68.2% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |