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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,066 | $102,696-64.9% | $86,235-58.2% | $139,487-74.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 14.65% | 1925.91%-1911.3pp | 1170.03%-1155.4pp | 373.84%-359.2pp |
| Employer contribution / active EE | $2,659 | $3,034-12.4% | $2,381+11.7% | $4,755-44.1% |
| Participant deferral / active EE | $3,688 | $4,679-21.2% | $3,987-7.5% | $6,713-45.1% |
| Admin fee / account holder | $18 | $8,667-99.8% | $6,856-99.7% | $11,407-99.8% |