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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,219 | $104,937-84.5% | $84,628-80.8% | $152,897-89.4% |
| Participation rate | 81.3% | 74.8%+6.4pp | 68.2%+13.0pp | 82.5%-1.2pp |
| Annual return | 25.94% | 373.88%-347.9pp | 258.80%-232.9pp | 345.43%-319.5pp |
| Employer contribution / active EE | $1,392 | $3,303-57.9% | $2,653-47.5% | $4,764-70.8% |
| Participant deferral / active EE | $3,690 | $4,690-21.3% | $3,900-5.4% | $5,851-36.9% |
| Admin fee / account holder | $1 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |