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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,456 | $149,040-88.3% | $120,225-85.5% | $137,256-87.3% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 22.42% | 605.68%-583.3pp | 439.23%-416.8pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,692 | $4,350-61.1% | $3,475-51.3% | $4,156-59.3% |
| Participant deferral / active EE | $2,533 | $4,655-45.6% | $3,999-36.6% | $6,407-60.5% |
| Admin fee / account holder | $75 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |