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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,000 | $109,411-79.9% | $89,435-75.4% | $158,982-86.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 44.55% | 345.68%-301.1pp | 245.55%-201.0pp | 302.99%-258.4pp |
| Employer contribution / active EE | $1,023 | $3,173-67.8% | $2,587-60.5% | $4,763-78.5% |
| Participant deferral / active EE | $7,232 | $4,600+57.2% | $3,890+85.9% | $5,983+20.9% |
| Admin fee / account holder | $265 | $6,159-95.7% | $4,884-94.6% | $11,252-97.6% |