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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,446 | $111,830-83.5% | $93,696-80.3% | $145,884-87.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 19.05% | 204.08%-185.0pp | 133.74%-114.7pp | 551.85%-532.8pp |
| Employer contribution / active EE | $1,643 | $3,093-46.9% | $2,422-32.2% | $4,662-64.8% |
| Participant deferral / active EE | $3,795 | $4,920-22.9% | $4,417-14.1% | $6,690-43.3% |
| Admin fee / account holder | $53 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |