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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,202 | $100,938-56.2% | $90,461-51.1% | $158,982-72.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 13.97% | 1727.20%-1713.2pp | 1294.76%-1280.8pp | 302.99%-289.0pp |
| Employer contribution / active EE | $691 | $3,691-81.3% | $3,264-78.8% | $4,763-85.5% |
| Participant deferral / active EE | $1,144 | $4,350-73.7% | $3,964-71.2% | $5,983-80.9% |
| Admin fee / account holder | $177 | $6,510-97.3% | $5,617-96.9% | $11,252-98.4% |