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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,928 | $149,040-81.9% | $120,225-77.6% | $137,256-80.4% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 18.93% | 605.68%-586.8pp | 439.23%-420.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,487 | $4,350-65.8% | $3,475-57.2% | $4,156-64.2% |
| Participant deferral / active EE | $2,007 | $4,655-56.9% | $3,999-49.8% | $6,407-68.7% |
| Admin fee / account holder | $20 | $6,348-99.7% | $5,696-99.6% | $12,270-99.8% |