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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,586 | $96,419-24.7% | $80,648-10.0% | $139,487-48.0% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 19.22% | 1352.86%-1333.6pp | 937.21%-918.0pp | 373.84%-354.6pp |
| Employer contribution / active EE | $1,053 | $3,261-67.7% | $2,724-61.3% | $4,755-77.9% |
| Participant deferral / active EE | $1,629 | $5,225-68.8% | $4,443-63.3% | $6,713-75.7% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |