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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,215 | $76,368-84.0% | $67,681-82.0% | $154,746-92.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 26.20% | 1066.77%-1040.6pp | 590.58%-564.4pp | 172.34%-146.1pp |
| Employer contribution / active EE | $1,464 | $3,151-53.6% | $2,678-45.4% | $4,379-66.6% |
| Participant deferral / active EE | $2,789 | $4,824-42.2% | $3,976-29.9% | $6,730-58.6% |
| Admin fee / account holder | $15 | $8,559-99.8% | $6,100-99.8% | $14,365-99.9% |