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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,562 | $102,663-60.5% | $86,216-53.0% | $139,466-70.9% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.6pp |
| Annual return | 14.15% | 1924.52%-1910.4pp | 1169.42%-1155.3pp | 373.66%-359.5pp |
| Employer contribution / active EE | $706 | $3,035-76.7% | $2,382-70.4% | $4,754-85.2% |
| Participant deferral / active EE | $3,135 | $4,677-33.0% | $3,986-21.3% | $6,712-53.3% |
| Admin fee / account holder | $20 | $8,663-99.8% | $6,853-99.7% | $11,409-99.8% |