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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,513 | $73,518-39.5% | $63,005-29.3% | $147,585-69.8% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 11.08% | 175.46%-164.4pp | 87.59%-76.5pp | 578.58%-567.5pp |
| Employer contribution / active EE | $1,413 | $3,322-57.5% | $2,760-48.8% | $4,876-71.0% |
| Participant deferral / active EE | $1,037 | $4,183-75.2% | $3,329-68.8% | $5,439-80.9% |
| Admin fee / account holder | $98 | $5,952-98.4% | $3,599-97.3% | $10,886-99.1% |