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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,117 | $125,190-82.3% | $105,624-79.1% | $145,897-84.8% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.81% | 225.22%-214.4pp | 116.20%-105.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $957 | $3,720-74.3% | $3,168-69.8% | $4,663-79.5% |
| Participant deferral / active EE | $3,864 | $5,716-32.4% | $5,013-22.9% | $6,689-42.2% |
| Admin fee / account holder | $214 | $17,138-98.8% | $10,961-98.1% | $13,390-98.4% |