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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,548 | $76,634-61.4% | $56,054-47.3% | $145,978-79.8% |
| Participation rate | 78.6% | 63.2%+15.3pp | 52.5%+26.1pp | 80.3%-1.7pp |
| Annual return | 11.23% | 3004.33%-2993.1pp | 1705.95%-1694.7pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,232 | $1,380-10.8% | $1,039+18.5% | $4,662-73.6% |
| Participant deferral / active EE | $4,437 | $2,622+69.2% | $1,952+127.3% | $6,690-33.7% |
| Admin fee / account holder | $17 | $3,321-99.5% | $2,822-99.4% | $13,400-99.9% |