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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,577 | $109,372-80.3% | $89,414-75.9% | $158,966-86.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 8.17% | 345.55%-337.4pp | 245.50%-237.3pp | 302.95%-294.8pp |
| Employer contribution / active EE | $1,570 | $3,171-50.5% | $2,586-39.3% | $4,762-67.0% |
| Participant deferral / active EE | $6,500 | $4,598+41.4% | $3,890+67.1% | $5,983+8.6% |
| Admin fee / account holder | $45 | $6,156-99.3% | $4,883-99.1% | $11,250-99.6% |