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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,612 | $70,366-90.6% | $66,674-90.1% | $138,895-95.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 19.56% | 386.41%-366.8pp | 321.24%-301.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $705 | $2,765-74.5% | $2,620-73.1% | $4,194-83.2% |
| Participant deferral / active EE | $912 | $4,374-79.1% | $4,084-77.7% | $6,396-85.7% |
| Admin fee / account holder | $40 | $5,262-99.2% | $5,098-99.2% | $12,562-99.7% |