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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,959 | $60,261-30.4% | $81,783-48.7% | $74,546-43.7% |
| Participation rate | 91.2% | 62.9%+28.3pp | 72.4%+18.8pp | 67.2%+24.0pp |
| Annual return | 16.50% | 16.88%-0.4pp | 775.05%-758.6pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $1,140 | $2,622-56.5% | $2,913-60.8% | $2,624-56.5% |
| Participant deferral / active EE | $2,999 | $3,388-11.5% | $4,320-30.6% | $4,347-31.0% |
| Admin fee / account holder | $5 | $1,482-99.7% | $7,380-99.9% | $1,944-99.8% |