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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,122 | $88,815-31.2% | $81,882-25.4% | $145,897-58.1% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 16.74% | 1033.75%-1017.0pp | 779.47%-762.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $4,430 | $3,086+43.5% | $2,916+51.9% | $4,663-5.0% |
| Participant deferral / active EE | $2,459 | $4,647-47.1% | $4,323-43.1% | $6,689-63.2% |
| Admin fee / account holder | $30 | $8,434-99.6% | $7,360-99.6% | $13,390-99.8% |