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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,795 | $81,668-89.2% | $58,507-85.0% | $139,487-93.7% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 21.36% | 7430.07%-7408.7pp | 4252.32%-4231.0pp | 373.84%-352.5pp |
| Employer contribution / active EE | $1,430 | $1,398+2.3% | $1,053+35.8% | $4,755-69.9% |
| Participant deferral / active EE | $1,668 | $2,554-34.7% | $1,922-13.2% | $6,713-75.1% |
| Admin fee / account holder | $60 | $3,212-98.1% | $2,486-97.6% | $11,407-99.5% |