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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,613 | $104,937-86.1% | $84,628-82.7% | $152,897-90.4% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 245.50% | 373.88%-128.4pp | 258.80%-13.3pp | 345.43%-99.9pp |
| Employer contribution / active EE | $460 | $3,303-86.1% | $2,653-82.7% | $4,764-90.3% |
| Participant deferral / active EE | $1,900 | $4,690-59.5% | $3,900-51.3% | $5,851-67.5% |
| Admin fee / account holder | $33 | $6,243-99.5% | $4,914-99.3% | $11,599-99.7% |