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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,123 | $60,128-74.8% | $90,440-83.3% | $79,852-81.1% |
| Participation rate | 96.6% | 65.0%+31.6pp | 72.7%+23.9pp | 69.6%+26.9pp |
| Annual return | 27.93% | 71.95%-44.0pp | 1294.38%-1266.5pp | 31.72%-3.8pp |
| Employer contribution / active EE | $3,090 | $2,068+49.4% | $3,263-5.3% | $2,471+25.0% |
| Participant deferral / active EE | $4,076 | $2,939+38.7% | $3,964+2.8% | $3,740+9.0% |
| Admin fee / account holder | $163 | $3,977-95.9% | $5,615-97.1% | $5,306-96.9% |