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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,626 | $76,608-23.5% | $56,077+4.5% | $145,877-59.8% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 16.82% | 3009.59%-2992.8pp | 1709.28%-1692.5pp | 551.28%-534.5pp |
| Employer contribution / active EE | $980 | $1,382-29.1% | $1,040-5.8% | $4,663-79.0% |
| Participant deferral / active EE | $3,277 | $2,624+24.9% | $1,954+67.7% | $6,691-51.0% |
| Admin fee / account holder | $47 | $3,325-98.6% | $2,825-98.3% | $13,402-99.6% |