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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,013 | $96,678-86.5% | $86,640-85.0% | $139,466-90.7% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 29.72% | 106.69%-77.0pp | 592.52%-562.8pp | 373.66%-343.9pp |
| Employer contribution / active EE | $1,699 | $3,265-48.0% | $3,024-43.8% | $4,754-64.3% |
| Participant deferral / active EE | $3,860 | $4,837-20.2% | $4,438-13.0% | $6,712-42.5% |
| Admin fee / account holder | $53 | $6,410-99.2% | $5,616-99.1% | $11,409-99.5% |