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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,934 | $96,388-88.7% | $80,627-86.4% | $139,466-92.2% |
| Participation rate | 84.6% | 73.6%+11.0pp | 67.0%+17.6pp | 80.3%+4.3pp |
| Annual return | 17.84% | 1352.08%-1334.2pp | 936.76%-918.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $739 | $3,260-77.3% | $2,723-72.8% | $4,754-84.4% |
| Participant deferral / active EE | $2,021 | $5,224-61.3% | $4,443-54.5% | $6,712-69.9% |
| Admin fee / account holder | $235 | $6,603-96.4% | $5,381-95.6% | $11,409-97.9% |