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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,117 | $125,237-82.3% | $105,608-79.1% | $145,877-84.8% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.81% | 225.76%-215.0pp | 116.50%-105.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $957 | $3,720-74.3% | $3,167-69.8% | $4,663-79.5% |
| Participant deferral / active EE | $3,864 | $5,711-32.3% | $5,010-22.9% | $6,691-42.2% |
| Admin fee / account holder | $214 | $17,287-98.8% | $11,028-98.1% | $13,402-98.4% |