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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,511 | $96,388-46.6% | $80,627-36.1% | $139,466-63.1% |
| Participation rate | 73.7% | 73.6%0pp | 67.0%+6.7pp | 80.3%-6.6pp |
| Annual return | 16.58% | 1352.08%-1335.5pp | 936.76%-920.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,421 | $3,260-56.4% | $2,723-47.8% | $4,754-70.1% |
| Participant deferral / active EE | $1,053 | $5,224-79.9% | $4,443-76.3% | $6,712-84.3% |
| Admin fee / account holder | $51 | $6,603-99.2% | $5,381-99.0% | $11,409-99.5% |