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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,235 | $100,895-84.9% | $90,430-83.2% | $158,950-90.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 29.62% | 1725.54%-1695.9pp | 1293.73%-1264.1pp | 302.91%-273.3pp |
| Employer contribution / active EE | $2,172 | $3,689-41.1% | $3,262-33.4% | $4,762-54.4% |
| Participant deferral / active EE | $2,172 | $4,347-50.0% | $3,963-45.2% | $5,983-63.7% |
| Admin fee / account holder | $53 | $6,505-99.2% | $5,613-99.1% | $11,248-99.5% |