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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,547 | $149,040-96.3% | $120,225-95.4% | $137,256-96.0% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 23.22% | 605.68%-582.5pp | 439.23%-416.0pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,880 | $4,350-56.8% | $3,475-45.9% | $4,156-54.8% |
| Participant deferral / active EE | $2,681 | $4,655-42.4% | $3,999-33.0% | $6,407-58.2% |
| Admin fee / account holder | $39 | $6,348-99.4% | $5,696-99.3% | $12,270-99.7% |