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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,730 | $149,040-91.5% | $120,225-89.4% | $137,256-90.7% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 25.58% | 605.68%-580.1pp | 439.23%-413.6pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,575 | $4,350-63.8% | $3,475-54.7% | $4,156-62.1% |
| Participant deferral / active EE | $3,188 | $4,655-31.5% | $3,999-20.3% | $6,407-50.2% |
| Admin fee / account holder | $99 | $6,348-98.4% | $5,696-98.3% | $12,270-99.2% |