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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,709 | $76,522-88.6% | $56,033-84.5% | $145,884-94.0% |
| Participation rate | 81.0% | 63.2%+17.7pp | 52.5%+28.5pp | 80.3%+0.6pp |
| Annual return | 14.90% | 3014.28%-2999.4pp | 1711.38%-1696.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $355 | $1,382-74.4% | $1,041-65.9% | $4,662-92.4% |
| Participant deferral / active EE | $2,205 | $2,624-16.0% | $1,954+12.9% | $6,690-67.0% |
| Admin fee / account holder | $146 | $3,328-95.6% | $2,827-94.8% | $13,392-98.9% |