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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,010 | $60,261-65.1% | $81,783-74.3% | $74,546-71.8% |
| Participation rate | 92.9% | 62.9%+30.1pp | 72.4%+20.6pp | 67.2%+25.7pp |
| Annual return | 15.47% | 16.88%-1.4pp | 775.05%-759.6pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $3,635 | $2,622+38.7% | $2,913+24.8% | $2,624+38.5% |
| Participant deferral / active EE | $3,129 | $3,388-7.6% | $4,320-27.6% | $4,347-28.0% |
| Admin fee / account holder | $12 | $1,482-99.2% | $7,380-99.8% | $1,944-99.4% |