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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,507 | $100,938-78.7% | $90,461-76.2% | $158,982-86.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.7pp |
| Annual return | 18.54% | 1727.20%-1708.7pp | 1294.76%-1276.2pp | 302.99%-284.4pp |
| Employer contribution / active EE | $750 | $3,691-79.7% | $3,264-77.0% | $4,763-84.3% |
| Participant deferral / active EE | $4,115 | $4,350-5.4% | $3,964+3.8% | $5,983-31.2% |
| Admin fee / account holder | $174 | $6,510-97.3% | $5,617-96.9% | $11,252-98.5% |