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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,849 | $109,830-67.4% | $98,452-63.6% | $167,497-78.6% |
| Participation rate | 89.5% | 75.8%+13.6pp | 73.3%+16.1pp | 82.1%+7.4pp |
| Annual return | 12.17% | 1957.04%-1944.9pp | 1492.96%-1480.8pp | 478.62%-466.5pp |
| Employer contribution / active EE | $1,663 | $3,224-48.4% | $2,960-43.8% | $4,838-65.6% |
| Participant deferral / active EE | $2,330 | $4,673-50.1% | $4,276-45.5% | $6,341-63.3% |
| Admin fee / account holder | $5 | $6,751-99.9% | $5,948-99.9% | $12,310-100.0% |