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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,591 | $90,530-61.8% | $76,030-54.5% | $145,897-76.3% |
| Participation rate | 83.3% | 74.4%+8.9pp | 69.1%+14.3pp | 80.3%+3.0pp |
| Annual return | 13.42% | 625.08%-611.7pp | 361.54%-348.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $769 | $3,319-76.8% | $2,688-71.4% | $4,663-83.5% |
| Participant deferral / active EE | $11,095 | $5,164+114.8% | $4,257+160.6% | $6,689+65.9% |
| Admin fee / account holder | $33 | $8,383-99.6% | $6,421-99.5% | $13,390-99.8% |