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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,449 | $60,261-62.7% | $81,783-72.6% | $74,546-69.9% |
| Participation rate | 70.4% | 62.9%+7.5pp | 72.4%-2.0pp | 67.2%+3.2pp |
| Annual return | 14.97% | 16.88%-1.9pp | 775.05%-760.1pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,269 | $2,622-51.6% | $2,913-56.4% | $2,624-51.7% |
| Participant deferral / active EE | $4,299 | $3,388+26.9% | $4,320-0.5% | $4,347-1.1% |
| Admin fee / account holder | $272 | $1,482-81.6% | $7,380-96.3% | $1,944-86.0% |