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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,547 | $154,754-96.4% | $124,206-95.5% | $138,895-96.0% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.6%+5.4pp | 79.9%-4.9pp |
| Annual return | 23.22% | 709.28%-686.1pp | 515.27%-492.0pp | 145.39%-122.2pp |
| Employer contribution / active EE | $1,880 | $4,446-57.7% | $3,540-46.9% | $4,194-55.2% |
| Participant deferral / active EE | $2,681 | $4,621-42.0% | $3,968-32.4% | $6,396-58.1% |
| Admin fee / account holder | $39 | $6,690-99.4% | $5,929-99.3% | $12,562-99.7% |