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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,396 | $88,754-44.3% | $81,820-39.6% | $145,877-66.1% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 18.51% | 1031.77%-1013.3pp | 777.93%-759.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,542 | $3,085-50.0% | $2,915-47.1% | $4,663-66.9% |
| Participant deferral / active EE | $2,880 | $4,648-38.0% | $4,323-33.4% | $6,691-57.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |