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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,024 | $88,754-67.3% | $81,820-64.5% | $145,877-80.1% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.75% | 1031.77%-1021.0pp | 777.93%-767.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,500 | $3,085-51.4% | $2,915-48.6% | $4,663-67.8% |
| Participant deferral / active EE | $7,610 | $4,648+63.7% | $4,323+76.0% | $6,691+13.7% |
| Admin fee / account holder | $237 | $8,424-97.2% | $7,391-96.8% | $13,402-98.2% |