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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,473 | $88,710-61.1% | $81,783-57.8% | $145,959-76.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 12.71% | 1027.26%-1014.5pp | 775.05%-762.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,633 | $3,083-47.0% | $2,913-43.9% | $4,661-65.0% |
| Participant deferral / active EE | $5,790 | $4,645+24.7% | $4,320+34.0% | $6,689-13.4% |
| Admin fee / account holder | $57 | $8,407-99.3% | $7,380-99.2% | $13,398-99.6% |