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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,388 | $73,518-68.2% | $63,005-62.9% | $147,585-84.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 11.48% | 175.46%-164.0pp | 87.59%-76.1pp | 578.58%-567.1pp |
| Employer contribution / active EE | $1,482 | $3,322-55.4% | $2,760-46.3% | $4,876-69.6% |
| Participant deferral / active EE | $1,482 | $4,183-64.6% | $3,329-55.5% | $5,439-72.7% |
| Admin fee / account holder | $3 | $5,952-100.0% | $3,599-99.9% | $10,886-100.0% |