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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,882 | $76,634-80.6% | $56,054-73.5% | $145,978-89.8% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 7.73% | 3004.33%-2996.6pp | 1705.95%-1698.2pp | 550.52%-542.8pp |
| Employer contribution / active EE | $1,761 | $1,380+27.6% | $1,039+69.5% | $4,662-62.2% |
| Participant deferral / active EE | $4,145 | $2,622+58.0% | $1,952+112.3% | $6,690-38.0% |
| Admin fee / account holder | $217 | $3,321-93.5% | $2,822-92.3% | $13,400-98.4% |