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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,929 | $96,388-82.4% | $80,627-79.0% | $139,466-87.9% |
| Participation rate | 76.5% | 73.6%+2.8pp | 67.0%+9.5pp | 80.3%-3.9pp |
| Annual return | 23.74% | 1352.08%-1328.3pp | 936.76%-913.0pp | 373.66%-349.9pp |
| Employer contribution / active EE | $1,690 | $3,260-48.2% | $2,723-37.9% | $4,754-64.4% |
| Participant deferral / active EE | $3,194 | $5,224-38.9% | $4,443-28.1% | $6,712-52.4% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |