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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,922 | $88,815-67.4% | $81,882-64.7% | $145,897-80.2% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 14.55% | 1033.75%-1019.2pp | 779.47%-764.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,453 | $3,086-52.9% | $2,916-50.2% | $4,663-68.8% |
| Participant deferral / active EE | $5,225 | $4,647+12.4% | $4,323+20.9% | $6,689-21.9% |
| Admin fee / account holder | $229 | $8,434-97.3% | $7,360-96.9% | $13,390-98.3% |