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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,394 | $76,608-61.6% | $56,077-47.6% | $145,877-79.8% |
| Participation rate | 84.6% | 63.2%+21.4pp | 52.5%+32.1pp | 80.3%+4.3pp |
| Annual return | 18.99% | 3009.59%-2990.6pp | 1709.28%-1690.3pp | 551.28%-532.3pp |
| Employer contribution / active EE | $752 | $1,382-45.6% | $1,040-27.7% | $4,663-83.9% |
| Participant deferral / active EE | $2,882 | $2,624+9.8% | $1,954+47.5% | $6,691-56.9% |
| Admin fee / account holder | $96 | $3,325-97.1% | $2,825-96.6% | $13,402-99.3% |