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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,377 | $109,872-46.0% | $98,483-39.7% | $167,536-64.6% |
| Participation rate | 77.3% | 75.8%+1.4pp | 73.3%+3.9pp | 82.1%-4.8pp |
| Annual return | 11.93% | 1959.31%-1947.4pp | 1494.38%-1482.5pp | 478.82%-466.9pp |
| Employer contribution / active EE | $1,412 | $3,225-56.2% | $2,961-52.3% | $4,839-70.8% |
| Participant deferral / active EE | $3,251 | $4,673-30.4% | $4,276-24.0% | $6,342-48.7% |
| Admin fee / account holder | $226 | $6,757-96.7% | $5,953-96.2% | $12,315-98.2% |