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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,815 | $102,595-81.7% | $94,057-80.0% | $154,746-87.8% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 23.29% | 583.42%-560.1pp | 480.62%-457.3pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,760 | $3,147-44.1% | $2,933-40.0% | $4,379-59.8% |
| Participant deferral / active EE | $3,810 | $5,118-25.6% | $4,709-19.1% | $6,730-43.4% |
| Admin fee / account holder | $42 | $7,736-99.5% | $7,244-99.4% | $14,365-99.7% |