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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,968 | $149,040-93.3% | $120,225-91.7% | $137,256-92.7% |
| Participation rate | 81.8% | 75.4%+6.4pp | 69.6%+12.2pp | 80.0%+1.9pp |
| Annual return | 22.06% | 605.68%-583.6pp | 439.23%-417.2pp | 220.34%-198.3pp |
| Employer contribution / active EE | $714 | $4,350-83.6% | $3,475-79.5% | $4,156-82.8% |
| Participant deferral / active EE | $1,665 | $4,655-64.2% | $3,999-58.4% | $6,407-74.0% |
| Admin fee / account holder | $97 | $6,348-98.5% | $5,696-98.3% | $12,270-99.2% |