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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,510 | $100,073-87.5% | $85,126-85.3% | $145,877-91.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 17.50% | 84.11%-66.6pp | 66.63%-49.1pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,981 | $3,236-38.8% | $2,731-27.5% | $4,663-57.5% |
| Participant deferral / active EE | $2,053 | $5,294-61.2% | $4,523-54.6% | $6,691-69.3% |
| Admin fee / account holder | $18 | $7,261-99.8% | $6,160-99.7% | $13,402-99.9% |