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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,175 | $103,000-76.5% | $90,300-73.2% | $152,885-84.2% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.5%-9.1pp |
| Annual return | 15.61% | 95.19%-79.6pp | 78.11%-62.5pp | 345.39%-329.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,721 | $4,281+33.7% | $3,884+47.3% | $5,851-2.2% |
| Admin fee / account holder | $11 | $6,173-99.8% | $5,353-99.8% | $11,598-99.9% |