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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,626 | $88,702-62.1% | $81,780-58.9% | $145,978-77.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 13.37% | 1029.12%-1015.8pp | 776.27%-762.9pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,687 | $3,084-45.3% | $2,914-42.1% | $4,662-63.8% |
| Participant deferral / active EE | $1,952 | $4,645-58.0% | $4,321-54.8% | $6,690-70.8% |
| Admin fee / account holder | $201 | $8,414-97.6% | $7,384-97.3% | $13,400-98.5% |