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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,227 | $96,388-87.3% | $80,627-84.8% | $139,466-91.2% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 42.24% | 1352.08%-1309.8pp | 936.76%-894.5pp | 373.66%-331.4pp |
| Employer contribution / active EE | $938 | $3,260-71.2% | $2,723-65.6% | $4,754-80.3% |
| Participant deferral / active EE | $3,093 | $5,224-40.8% | $4,443-30.4% | $6,712-53.9% |
| Admin fee / account holder | $71 | $6,603-98.9% | $5,381-98.7% | $11,409-99.4% |