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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,327 | $73,518-64.2% | $63,003-58.2% | $147,585-82.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 15.95% | 175.46%-159.5pp | 87.59%-71.6pp | 578.57%-562.6pp |
| Employer contribution / active EE | $1,531 | $3,322-53.9% | $2,760-44.5% | $4,876-68.6% |
| Participant deferral / active EE | $1,646 | $4,183-60.7% | $3,329-50.6% | $5,439-69.7% |
| Admin fee / account holder | $208 | $5,952-96.5% | $3,600-94.2% | $10,885-98.1% |