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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,736 | $90,486-82.6% | $78,676-80.0% | $273,972-94.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,250 | $3,175-60.6% | $2,850-56.1% | $4,869-74.3% |
| Participant deferral / active EE | $1,369 | $3,901-64.9% | $3,517-61.1% | $5,287-74.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |