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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,455 | $104,953-80.5% | $84,637-75.8% | $152,909-86.6% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | 27.79% | 373.94%-346.2pp | 258.82%-231.0pp | 345.46%-317.7pp |
| Employer contribution / active EE | $946 | $3,304-71.4% | $2,653-64.3% | $4,764-80.1% |
| Participant deferral / active EE | $3,193 | $4,691-31.9% | $3,900-18.1% | $5,851-45.4% |
| Admin fee / account holder | $1 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |