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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,416 | $100,911-76.8% | $90,440-74.1% | $158,966-85.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 17.33% | 1726.62%-1709.3pp | 1294.38%-1277.1pp | 302.95%-285.6pp |
| Employer contribution / active EE | $2,861 | $3,690-22.5% | $3,263-12.3% | $4,762-39.9% |
| Participant deferral / active EE | $1,590 | $4,348-63.4% | $3,964-59.9% | $5,983-73.4% |
| Admin fee / account holder | $1 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |