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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,332 | $88,710-71.4% | $81,783-69.0% | $145,959-82.6% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.4%+22.1pp | 80.3%+14.2pp |
| Annual return | 18.55% | 1027.26%-1008.7pp | 775.05%-756.5pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,700 | $3,083-44.9% | $2,913-41.6% | $4,661-63.5% |
| Participant deferral / active EE | $5,180 | $4,645+11.5% | $4,320+19.9% | $6,689-22.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |