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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,669 | $88,778-70.0% | $81,844-67.4% | $145,884-81.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 13.27% | 1033.03%-1019.8pp | 778.87%-765.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,658 | $3,087-46.3% | $2,916-43.1% | $4,662-64.4% |
| Participant deferral / active EE | $2,180 | $4,648-53.1% | $4,323-49.6% | $6,690-67.4% |
| Admin fee / account holder | $243 | $8,430-97.1% | $7,355-96.7% | $13,392-98.2% |