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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,185 | $109,872-25.2% | $98,483-16.5% | $167,536-50.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 15.37% | 1959.31%-1943.9pp | 1494.38%-1479.0pp | 478.82%-463.4pp |
| Employer contribution / active EE | $886 | $3,225-72.5% | $2,961-70.1% | $4,839-81.7% |
| Participant deferral / active EE | $4,060 | $4,673-13.1% | $4,276-5.1% | $6,342-36.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |