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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,612 | $72,071-90.8% | $68,368-90.3% | $137,256-95.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 19.56% | 353.14%-333.6pp | 292.57%-273.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $705 | $2,788-74.7% | $2,649-73.4% | $4,156-83.0% |
| Participant deferral / active EE | $912 | $4,410-79.3% | $4,123-77.9% | $6,407-85.8% |
| Admin fee / account holder | $40 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |