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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,959 | $60,454-30.6% | $81,844-48.7% | $74,459-43.6% |
| Participation rate | 91.2% | 63.0%+28.2pp | 72.4%+18.8pp | 67.2%+24.0pp |
| Annual return | 16.50% | 16.87%-0.4pp | 778.87%-762.4pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $1,140 | $2,630-56.6% | $2,916-60.9% | $2,626-56.6% |
| Participant deferral / active EE | $2,999 | $3,398-11.8% | $4,323-30.6% | $4,350-31.1% |
| Admin fee / account holder | $5 | $1,490-99.7% | $7,355-99.9% | $1,945-99.8% |