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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,828 | $100,938-71.4% | $90,461-68.1% | $158,982-81.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 22.42% | 1727.20%-1704.8pp | 1294.76%-1272.3pp | 302.99%-280.6pp |
| Employer contribution / active EE | $1,512 | $3,691-59.1% | $3,264-53.7% | $4,763-68.3% |
| Participant deferral / active EE | $3,546 | $4,350-18.5% | $3,964-10.6% | $5,983-40.7% |
| Admin fee / account holder | $159 | $6,510-97.6% | $5,617-97.2% | $11,252-98.6% |