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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,630 | $167,030-89.4% | $135,768-87.0% | $155,188-88.6% |
| Participation rate | 90.9% | 76.2%+14.8pp | 71.1%+19.8pp | 80.8%+10.1pp |
| Annual return | 17.67% | 678.39%-660.7pp | 526.10%-508.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,437 | $4,132-65.2% | $3,394-57.7% | $4,248-66.2% |
| Participant deferral / active EE | $1,994 | $4,528-56.0% | $3,977-49.9% | $6,531-69.5% |
| Admin fee / account holder | $113 | $8,172-98.6% | $7,048-98.4% | $14,480-99.2% |