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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,851 | $81,763-62.3% | $58,561-47.3% | $139,466-77.9% |
| Participation rate | 70.0% | 61.3%+8.7pp | 50.9%+19.1pp | 80.3%-10.3pp |
| Annual return | 16.08% | 7427.77%-7411.7pp | 4251.33%-4235.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $2,042 | $1,398+46.0% | $1,053+93.8% | $4,754-57.1% |
| Participant deferral / active EE | $5,493 | $2,555+115.0% | $1,923+185.6% | $6,712-18.2% |
| Admin fee / account holder | $133 | $3,273-95.9% | $2,520-94.7% | $11,409-98.8% |