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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,446 | $111,814-83.5% | $93,654-80.3% | $145,959-87.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 19.05% | 203.30%-184.2pp | 133.34%-114.3pp | 561.95%-542.9pp |
| Employer contribution / active EE | $1,643 | $3,092-46.9% | $2,421-32.1% | $4,661-64.8% |
| Participant deferral / active EE | $3,795 | $4,914-22.8% | $4,413-14.0% | $6,689-43.3% |
| Admin fee / account holder | $53 | $10,246-99.5% | $8,282-99.4% | $13,398-99.6% |