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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,539 | $99,011-80.3% | $86,582-77.4% | $147,586-86.8% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 21.17% | 1312.75%-1291.6pp | 965.08%-943.9pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,817 | $3,132-42.0% | $2,839-36.0% | $4,876-62.7% |
| Participant deferral / active EE | $4,250 | $3,972+7.0% | $3,609+17.8% | $5,439-21.9% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |