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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,626 | $73,546-73.3% | $63,018-68.9% | $147,586-86.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 13.99% | 175.56%-161.6pp | 87.62%-73.6pp | 578.59%-564.6pp |
| Employer contribution / active EE | $1,754 | $3,324-47.2% | $2,761-36.5% | $4,876-64.0% |
| Participant deferral / active EE | $2,220 | $4,185-46.9% | $3,330-33.3% | $5,439-59.2% |
| Admin fee / account holder | $84 | $5,956-98.6% | $3,601-97.7% | $10,886-99.2% |