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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,544 | $107,363-80.9% | $92,909-77.9% | $152,897-86.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 21.07% | 145.63%-124.6pp | 109.44%-88.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $865 | $4,222-79.5% | $3,653-76.3% | $4,764-81.9% |
| Participant deferral / active EE | $5,573 | $4,848+15.0% | $4,238+31.5% | $5,851-4.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |