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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,657 | $99,017-61.0% | $86,587-55.4% | $147,585-73.8% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 16.52% | 1312.37%-1295.9pp | 964.86%-948.3pp | 578.56%-562.0pp |
| Employer contribution / active EE | $1,020 | $3,132-67.4% | $2,839-64.1% | $4,876-79.1% |
| Participant deferral / active EE | $2,803 | $3,972-29.4% | $3,609-22.3% | $5,439-48.5% |
| Admin fee / account holder | $195 | $5,710-96.6% | $4,906-96.0% | $10,885-98.2% |