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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,423 | $100,911-78.8% | $90,440-76.3% | $158,966-86.5% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 16.21% | 1726.62%-1710.4pp | 1294.38%-1278.2pp | 302.95%-286.7pp |
| Employer contribution / active EE | $1,485 | $3,690-59.8% | $3,263-54.5% | $4,762-68.8% |
| Participant deferral / active EE | $6,807 | $4,348+56.5% | $3,964+71.7% | $5,983+13.8% |
| Admin fee / account holder | $28 | $6,507-99.6% | $5,615-99.5% | $11,250-99.8% |