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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,372 | $111,535-90.7% | $105,223-90.1% | $137,256-92.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 25.79% | 237.85%-212.1pp | 180.65%-154.9pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,890 | $3,939-52.0% | $3,689-48.8% | $4,156-54.5% |
| Participant deferral / active EE | $2,650 | $5,500-51.8% | $5,072-47.7% | $6,407-58.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |