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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,728 | $99,011-59.9% | $86,582-54.1% | $147,586-73.1% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 14.15% | 1312.75%-1298.6pp | 965.08%-950.9pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,848 | $3,132-41.0% | $2,839-34.9% | $4,876-62.1% |
| Participant deferral / active EE | $5,056 | $3,972+27.3% | $3,609+40.1% | $5,439-7.0% |
| Admin fee / account holder | $133 | $5,709-97.7% | $4,904-97.3% | $10,886-98.8% |