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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,456 | $162,529-89.3% | $130,788-86.7% | $154,746-88.7% |
| Participation rate | 85.7% | 75.9%+9.9pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 22.42% | 510.48%-488.1pp | 386.44%-364.0pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,692 | $4,447-61.9% | $3,558-52.4% | $4,379-61.4% |
| Participant deferral / active EE | $2,533 | $4,808-47.3% | $4,137-38.8% | $6,730-62.4% |
| Admin fee / account holder | $75 | $7,669-99.0% | $6,673-98.9% | $14,365-99.5% |