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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,702 | $88,702-58.6% | $81,780-55.1% | $145,978-74.9% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.4%+15.9pp | 80.3%+7.9pp |
| Annual return | 10.89% | 1029.12%-1018.2pp | 776.27%-765.4pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,932 | $3,084-37.4% | $2,914-33.7% | $4,662-58.6% |
| Participant deferral / active EE | $4,812 | $4,645+3.6% | $4,321+11.4% | $6,690-28.1% |
| Admin fee / account holder | $54 | $8,414-99.4% | $7,384-99.3% | $13,400-99.6% |