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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,700 | $96,419-54.7% | $80,648-45.8% | $139,487-68.7% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 18.23% | 1352.86%-1334.6pp | 937.21%-919.0pp | 373.84%-355.6pp |
| Employer contribution / active EE | $2,039 | $3,261-37.5% | $2,724-25.1% | $4,755-57.1% |
| Participant deferral / active EE | $8,898 | $5,225+70.3% | $4,443+100.2% | $6,713+32.5% |
| Admin fee / account holder | $151 | $6,605-97.7% | $5,382-97.2% | $11,407-98.7% |