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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,480 | $100,911-61.9% | $90,440-57.5% | $158,966-75.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 13.20% | 1726.62%-1713.4pp | 1294.38%-1281.2pp | 302.95%-289.8pp |
| Employer contribution / active EE | $1,058 | $3,690-71.3% | $3,263-67.6% | $4,762-77.8% |
| Participant deferral / active EE | $4,906 | $4,348+12.8% | $3,964+23.8% | $5,983-18.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |