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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,380 | $90,614-74.2% | $76,089-69.3% | $145,877-84.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 15.54% | 623.80%-608.3pp | 360.94%-345.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,044 | $3,324-38.5% | $2,690-24.0% | $4,663-56.2% |
| Participant deferral / active EE | $6,011 | $5,168+16.3% | $4,259+41.1% | $6,691-10.2% |
| Admin fee / account holder | $47 | $8,376-99.4% | $6,418-99.3% | $13,402-99.6% |