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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,838 | $111,785-78.7% | $93,669-74.6% | $145,877-83.7% |
| Participation rate | 77.8% | 74.2%+3.5pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 15.99% | 203.79%-187.8pp | 133.59%-117.6pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,503 | $3,096-51.4% | $2,424-38.0% | $4,663-67.8% |
| Participant deferral / active EE | $1,775 | $4,919-63.9% | $4,416-59.8% | $6,691-73.5% |
| Admin fee / account holder | $7 | $10,256-99.9% | $8,291-99.9% | $13,402-99.9% |