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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,803 | $76,608-18.0% | $56,077+12.0% | $145,877-56.9% |
| Participation rate | 71.4% | 63.2%+8.2pp | 52.5%+18.9pp | 80.3%-8.9pp |
| Annual return | 15.83% | 3009.59%-2993.8pp | 1709.28%-1693.4pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,276 | $1,382-7.7% | $1,040+22.6% | $4,663-72.6% |
| Participant deferral / active EE | $2,742 | $2,624+4.5% | $1,954+40.3% | $6,691-59.0% |
| Admin fee / account holder | $72 | $3,325-97.8% | $2,825-97.5% | $13,402-99.5% |