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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,990 | $110,093-90.9% | $97,295-89.7% | $145,897-93.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 10.57% | 244.76%-234.2pp | 75.62%-65.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,324 | $3,077-57.0% | $2,723-51.4% | $4,663-71.6% |
| Participant deferral / active EE | $2,178 | $4,678-53.4% | $4,264-48.9% | $6,689-67.4% |
| Admin fee / account holder | $215 | $6,212-96.5% | $5,646-96.2% | $13,390-98.4% |