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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,171 | $90,614-86.6% | $76,089-84.0% | $145,877-91.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 17.45% | 623.80%-606.3pp | 360.94%-343.5pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,566 | $3,324-52.9% | $2,690-41.8% | $4,663-66.4% |
| Participant deferral / active EE | $3,487 | $5,168-32.5% | $4,259-18.1% | $6,691-47.9% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |