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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,521 | $90,489-79.5% | $76,051-75.6% | $145,978-87.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 9.11% | 622.78%-613.7pp | 360.42%-351.3pp | 550.52%-541.4pp |
| Employer contribution / active EE | $2,356 | $3,319-29.0% | $2,690-12.4% | $4,662-49.5% |
| Participant deferral / active EE | $8,996 | $5,164+74.2% | $4,257+111.3% | $6,690+34.5% |
| Admin fee / account holder | $113 | $8,374-98.7% | $6,416-98.2% | $13,400-99.2% |