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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,589 | $76,519-78.3% | $56,025-70.4% | $145,897-88.6% |
| Participation rate | 73.3% | 63.2%+10.1pp | 52.5%+20.8pp | 80.3%-7.0pp |
| Annual return | 11.26% | 3017.03%-3005.8pp | 1712.69%-1701.4pp | 552.29%-541.0pp |
| Employer contribution / active EE | $939 | $1,383-32.1% | $1,042-9.9% | $4,663-79.9% |
| Participant deferral / active EE | $2,465 | $2,624-6.1% | $1,955+26.1% | $6,689-63.1% |
| Admin fee / account holder | $156 | $3,331-95.3% | $2,828-94.5% | $13,390-98.8% |