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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,044 | $96,691-86.5% | $86,656-84.9% | $139,487-90.6% |
| Participation rate | 89.5% | 74.4%+15.1pp | 71.7%+17.8pp | 80.3%+9.1pp |
| Annual return | 21.39% | 106.87%-85.5pp | 593.09%-571.7pp | 373.84%-352.5pp |
| Employer contribution / active EE | $1,349 | $3,267-58.7% | $3,025-55.4% | $4,755-71.6% |
| Participant deferral / active EE | $2,709 | $4,838-44.0% | $4,439-39.0% | $6,713-59.6% |
| Admin fee / account holder | $286 | $6,414-95.5% | $5,619-94.9% | $11,407-97.5% |