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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,473 | $88,754-61.2% | $81,820-57.9% | $145,877-76.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.71% | 1031.77%-1019.1pp | 777.93%-765.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,633 | $3,085-47.1% | $2,915-44.0% | $4,663-65.0% |
| Participant deferral / active EE | $5,790 | $4,648+24.6% | $4,323+33.9% | $6,691-13.5% |
| Admin fee / account holder | $57 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |