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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,024 | $88,710-67.3% | $81,783-64.5% | $145,959-80.1% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.75% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,500 | $3,083-51.4% | $2,913-48.5% | $4,661-67.8% |
| Participant deferral / active EE | $7,610 | $4,645+63.8% | $4,320+76.1% | $6,689+13.8% |
| Admin fee / account holder | $237 | $8,407-97.2% | $7,380-96.8% | $13,398-98.2% |