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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,904 | $76,368-59.5% | $67,681-54.3% | $154,746-80.0% |
| Participation rate | 90.0% | 79.0%+11.0pp | 73.7%+16.3pp | 80.7%+9.3pp |
| Annual return | 20.25% | 1066.77%-1046.5pp | 590.58%-570.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $561 | $3,151-82.2% | $2,678-79.0% | $4,379-87.2% |
| Participant deferral / active EE | $4,427 | $4,824-8.2% | $3,976+11.4% | $6,730-34.2% |
| Admin fee / account holder | $18 | $8,559-99.8% | $6,100-99.7% | $14,365-99.9% |