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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,485 | $109,872-41.3% | $98,483-34.5% | $167,536-61.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 10.66% | 1959.31%-1948.7pp | 1494.38%-1483.7pp | 478.82%-468.2pp |
| Employer contribution / active EE | $1,513 | $3,225-53.1% | $2,961-48.9% | $4,839-68.7% |
| Participant deferral / active EE | $4,604 | $4,673-1.5% | $4,276+7.7% | $6,342-27.4% |
| Admin fee / account holder | $21 | $6,757-99.7% | $5,953-99.6% | $12,315-99.8% |