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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,500 | $88,754-73.5% | $81,820-71.3% | $145,877-83.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 10.42% | 1031.77%-1021.4pp | 777.93%-767.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,366 | $3,085-55.7% | $2,915-53.1% | $4,663-70.7% |
| Participant deferral / active EE | $3,429 | $4,648-26.2% | $4,323-20.7% | $6,691-48.8% |
| Admin fee / account holder | $180 | $8,424-97.9% | $7,391-97.6% | $13,402-98.7% |