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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,709 | $76,608-88.6% | $56,077-84.5% | $145,877-94.0% |
| Participation rate | 81.0% | 63.2%+17.7pp | 52.5%+28.5pp | 80.3%+0.7pp |
| Annual return | 14.90% | 3009.59%-2994.7pp | 1709.28%-1694.4pp | 551.28%-536.4pp |
| Employer contribution / active EE | $355 | $1,382-74.3% | $1,040-65.9% | $4,663-92.4% |
| Participant deferral / active EE | $2,205 | $2,624-16.0% | $1,954+12.9% | $6,691-67.0% |
| Admin fee / account holder | $146 | $3,325-95.6% | $2,825-94.8% | $13,402-98.9% |