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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,005 | $88,754-76.3% | $81,820-74.3% | $145,877-85.6% |
| Participation rate | 76.9% | 75.1%+1.8pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 16.01% | 1031.77%-1015.8pp | 777.93%-761.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,419 | $3,085-21.6% | $2,915-17.0% | $4,663-48.1% |
| Participant deferral / active EE | $5,423 | $4,648+16.7% | $4,323+25.5% | $6,691-18.9% |
| Admin fee / account holder | $17 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |