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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,566 | $102,663-84.8% | $86,216-81.9% | $139,466-88.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 22.18% | 1924.52%-1902.3pp | 1169.42%-1147.2pp | 373.66%-351.5pp |
| Employer contribution / active EE | $1,930 | $3,035-36.4% | $2,382-19.0% | $4,754-59.4% |
| Participant deferral / active EE | $1,930 | $4,677-58.7% | $3,986-51.6% | $6,712-71.2% |
| Admin fee / account holder | $274 | $8,663-96.8% | $6,853-96.0% | $11,409-97.6% |