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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,979 | $167,030-83.2% | $135,768-79.4% | $155,188-82.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 19.82% | 678.39%-658.6pp | 526.10%-506.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,549 | $4,132-62.5% | $3,394-54.4% | $4,248-63.5% |
| Participant deferral / active EE | $2,408 | $4,528-46.8% | $3,977-39.5% | $6,531-63.1% |
| Admin fee / account holder | $63 | $8,172-99.2% | $7,048-99.1% | $14,480-99.6% |