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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,999 | $88,815-62.8% | $81,882-59.7% | $145,897-77.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 12.27% | 1033.75%-1021.5pp | 779.47%-767.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,534 | $3,086-17.9% | $2,916-13.1% | $4,663-45.7% |
| Participant deferral / active EE | $9,191 | $4,647+97.8% | $4,323+112.6% | $6,689+37.4% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |