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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,744 | $81,763-53.8% | $58,561-35.5% | $139,466-72.9% |
| Participation rate | 84.2% | 61.3%+22.9pp | 50.9%+33.3pp | 80.3%+3.9pp |
| Annual return | 15.93% | 7427.77%-7411.8pp | 4251.33%-4235.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,250 | $1,398-10.6% | $1,053+18.6% | $4,754-73.7% |
| Participant deferral / active EE | $3,684 | $2,555+44.2% | $1,923+91.5% | $6,712-45.1% |
| Admin fee / account holder | $19 | $3,273-99.4% | $2,520-99.3% | $11,409-99.8% |