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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,092 | $88,710-14.2% | $81,783-7.0% | $145,959-47.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 11.72% | 1027.26%-1015.5pp | 775.05%-763.3pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,572 | $3,083-49.0% | $2,913-46.0% | $4,661-66.3% |
| Participant deferral / active EE | $7,762 | $4,645+67.1% | $4,320+79.7% | $6,689+16.0% |
| Admin fee / account holder | $30 | $8,407-99.6% | $7,380-99.6% | $13,398-99.8% |