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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,604 | $111,787-82.5% | $93,681-79.1% | $145,978-86.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 15.24% | 203.52%-188.3pp | 133.47%-118.2pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,815 | $3,093-41.3% | $2,422-25.1% | $4,662-61.1% |
| Participant deferral / active EE | $2,764 | $4,918-43.8% | $4,415-37.4% | $6,690-58.7% |
| Admin fee / account holder | $32 | $10,256-99.7% | $8,290-99.6% | $13,400-99.8% |