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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,457 | $88,778-27.4% | $81,844-21.2% | $145,884-55.8% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 15.32% | 1033.03%-1017.7pp | 778.87%-763.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,580 | $3,087-48.8% | $2,916-45.8% | $4,662-66.1% |
| Participant deferral / active EE | $6,438 | $4,648+38.5% | $4,323+48.9% | $6,690-3.8% |
| Admin fee / account holder | $6 | $8,430-99.9% | $7,355-99.9% | $13,392-100.0% |