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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,215 | $68,097-82.1% | $62,929-80.6% | $137,256-91.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 26.20% | 1859.11%-1832.9pp | 1063.93%-1037.7pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,464 | $2,811-47.9% | $2,505-41.6% | $4,156-64.8% |
| Participant deferral / active EE | $2,789 | $4,553-38.7% | $3,888-28.3% | $6,407-56.5% |
| Admin fee / account holder | $15 | $6,521-99.8% | $5,065-99.7% | $12,270-99.9% |