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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,726 | $88,778-60.9% | $81,844-57.6% | $145,884-76.2% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.9pp | 80.3%+7.9pp |
| Annual return | 11.82% | 1033.03%-1021.2pp | 778.87%-767.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,578 | $3,087-48.9% | $2,916-45.9% | $4,662-66.2% |
| Participant deferral / active EE | $3,119 | $4,648-32.9% | $4,323-27.9% | $6,690-53.4% |
| Admin fee / account holder | $211 | $8,430-97.5% | $7,355-97.1% | $13,392-98.4% |