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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,268 | $88,754-49.0% | $81,820-44.7% | $145,877-69.0% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 12.53% | 1031.77%-1019.2pp | 777.93%-765.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $550 | $3,085-82.2% | $2,915-81.1% | $4,663-88.2% |
| Participant deferral / active EE | $2,807 | $4,648-39.6% | $4,323-35.1% | $6,691-58.0% |
| Admin fee / account holder | $126 | $8,424-98.5% | $7,391-98.3% | $13,402-99.1% |