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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,615 | $88,754-70.0% | $81,820-67.5% | $145,877-81.8% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 10.11% | 1031.77%-1021.7pp | 777.93%-767.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,218 | $3,085-60.5% | $2,915-58.2% | $4,663-73.9% |
| Participant deferral / active EE | $6,118 | $4,648+31.6% | $4,323+41.5% | $6,691-8.6% |
| Admin fee / account holder | $281 | $8,424-96.7% | $7,391-96.2% | $13,402-97.9% |