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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,820 | $96,691-91.9% | $86,656-91.0% | $139,487-94.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 15.46% | 106.87%-91.4pp | 593.09%-577.6pp | 373.84%-358.4pp |
| Employer contribution / active EE | $1,134 | $3,267-65.3% | $3,025-62.5% | $4,755-76.1% |
| Participant deferral / active EE | $1,621 | $4,838-66.5% | $4,439-63.5% | $6,713-75.8% |
| Admin fee / account holder | $27 | $6,414-99.6% | $5,619-99.5% | $11,407-99.8% |