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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,092 | $88,815-14.3% | $81,882-7.1% | $145,897-47.8% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 11.72% | 1033.75%-1022.0pp | 779.47%-767.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,572 | $3,086-49.1% | $2,916-46.1% | $4,663-66.3% |
| Participant deferral / active EE | $7,762 | $4,647+67.0% | $4,323+79.5% | $6,689+16.0% |
| Admin fee / account holder | $30 | $8,434-99.6% | $7,360-99.6% | $13,390-99.8% |