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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,508 | $88,754-42.0% | $81,820-37.0% | $145,877-64.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 14.73% | 1031.77%-1017.0pp | 777.93%-763.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,672 | $3,085-13.4% | $2,915-8.3% | $4,663-42.7% |
| Participant deferral / active EE | $9,493 | $4,648+104.3% | $4,323+119.6% | $6,691+41.9% |
| Admin fee / account holder | $20 | $8,424-99.8% | $7,391-99.7% | $13,402-99.9% |