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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,591 | $90,614-61.8% | $76,089-54.5% | $145,877-76.3% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.1%+14.2pp | 80.3%+3.0pp |
| Annual return | 13.42% | 623.80%-610.4pp | 360.94%-347.5pp | 551.28%-537.9pp |
| Employer contribution / active EE | $769 | $3,324-76.9% | $2,690-71.4% | $4,663-83.5% |
| Participant deferral / active EE | $11,095 | $5,168+114.7% | $4,259+160.5% | $6,691+65.8% |
| Admin fee / account holder | $33 | $8,376-99.6% | $6,418-99.5% | $13,402-99.8% |