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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,449 | $60,393-62.8% | $81,820-72.6% | $74,429-69.8% |
| Participation rate | 70.4% | 62.9%+7.5pp | 72.4%-2.0pp | 67.2%+3.2pp |
| Annual return | 14.97% | 16.89%-1.9pp | 777.93%-763.0pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $1,269 | $2,626-51.7% | $2,915-56.5% | $2,625-51.7% |
| Participant deferral / active EE | $4,299 | $3,397+26.5% | $4,323-0.6% | $4,348-1.1% |
| Admin fee / account holder | $272 | $1,491-81.7% | $7,391-96.3% | $1,944-86.0% |