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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,275 | $90,530-62.1% | $76,030-54.9% | $145,897-76.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 9.37% | 625.08%-615.7pp | 361.54%-352.2pp | 552.29%-542.9pp |
| Employer contribution / active EE | $843 | $3,319-74.6% | $2,688-68.6% | $4,663-81.9% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9 | $8,383-99.9% | $6,421-99.9% | $13,390-99.9% |