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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,901 | $102,595-84.5% | $94,057-83.1% | $154,746-89.7% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 23.66% | 583.42%-559.8pp | 480.62%-457.0pp | 172.34%-148.7pp |
| Employer contribution / active EE | $2,582 | $3,147-18.0% | $2,933-12.0% | $4,379-41.0% |
| Participant deferral / active EE | $4,733 | $5,118-7.5% | $4,709+0.5% | $6,730-29.7% |
| Admin fee / account holder | $43 | $7,736-99.4% | $7,244-99.4% | $14,365-99.7% |