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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,844 | $111,830-84.0% | $93,696-81.0% | $145,884-87.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 22.59% | 204.08%-181.5pp | 133.74%-111.1pp | 551.85%-529.3pp |
| Employer contribution / active EE | $570 | $3,093-81.6% | $2,422-76.5% | $4,662-87.8% |
| Participant deferral / active EE | $4,691 | $4,920-4.7% | $4,417+6.2% | $6,690-29.9% |
| Admin fee / account holder | $49 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |