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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,775 | $102,696-80.7% | $86,235-77.1% | $139,487-85.8% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 21.19% | 1925.91%-1904.7pp | 1170.03%-1148.8pp | 373.84%-352.7pp |
| Employer contribution / active EE | $3,787 | $3,034+24.8% | $2,381+59.0% | $4,755-20.4% |
| Participant deferral / active EE | $3,993 | $4,679-14.7% | $3,987+0.1% | $6,713-40.5% |
| Admin fee / account holder | $121 | $8,667-98.6% | $6,856-98.2% | $11,407-98.9% |