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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,472 | $102,595-86.9% | $94,057-85.7% | $154,746-91.3% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 14.32% | 583.42%-569.1pp | 480.62%-466.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,289 | $3,147-59.0% | $2,933-56.1% | $4,379-70.6% |
| Participant deferral / active EE | $3,948 | $5,118-22.9% | $4,709-16.2% | $6,730-41.3% |
| Admin fee / account holder | $52 | $7,736-99.3% | $7,244-99.3% | $14,365-99.6% |