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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,284 | $96,388-88.3% | $80,627-86.0% | $139,466-91.9% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 29.89% | 1352.08%-1322.2pp | 936.76%-906.9pp | 373.66%-343.8pp |
| Employer contribution / active EE | $1,654 | $3,260-49.2% | $2,723-39.2% | $4,754-65.2% |
| Participant deferral / active EE | $4,792 | $5,224-8.3% | $4,443+7.9% | $6,712-28.6% |
| Admin fee / account holder | $60 | $6,603-99.1% | $5,381-98.9% | $11,409-99.5% |