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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,853 | $109,411-63.6% | $89,435-55.4% | $158,982-74.9% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 20.57% | 345.68%-325.1pp | 245.55%-225.0pp | 302.99%-282.4pp |
| Employer contribution / active EE | $361 | $3,173-88.6% | $2,587-86.1% | $4,763-92.4% |
| Participant deferral / active EE | $1,403 | $4,600-69.5% | $3,890-63.9% | $5,983-76.5% |
| Admin fee / account holder | $20 | $6,159-99.7% | $4,884-99.6% | $11,252-99.8% |