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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,432 | $90,617-74.1% | $79,476-70.5% | $135,382-82.7% |
| Participation rate | 88.2% | 76.1%+12.2pp | 73.3%+14.9pp | 82.6%+5.6pp |
| Annual return | 8.17% | 977.57%-969.4pp | 718.21%-710.0pp | 519.77%-511.6pp |
| Employer contribution / active EE | $435 | $3,068-85.8% | $2,800-84.5% | $4,779-90.9% |
| Participant deferral / active EE | $4,993 | $4,050+23.3% | $3,704+34.8% | $5,609-11.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |