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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,150 | $112,933-77.7% | $90,970-72.4% | $158,982-84.2% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 14.39% | 215.82%-201.4pp | 134.60%-120.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $1,590 | $2,893-45.0% | $2,122-25.1% | $4,763-66.6% |
| Participant deferral / active EE | $4,216 | $4,128+2.1% | $3,373+25.0% | $5,983-29.5% |
| Admin fee / account holder | $20 | $8,047-99.8% | $5,961-99.7% | $11,252-99.8% |