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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,126 | $109,411-89.8% | $89,435-87.6% | $158,982-93.0% |
| Participation rate | 84.2% | 74.3%+9.9pp | 68.0%+16.2pp | 82.0%+2.2pp |
| Annual return | 41.13% | 345.68%-304.5pp | 245.55%-204.4pp | 302.99%-261.9pp |
| Employer contribution / active EE | $476 | $3,173-85.0% | $2,587-81.6% | $4,763-90.0% |
| Participant deferral / active EE | $1,320 | $4,600-71.3% | $3,890-66.1% | $5,983-77.9% |
| Admin fee / account holder | $213 | $6,159-96.5% | $4,884-95.6% | $11,252-98.1% |