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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,402 | $96,691-90.3% | $86,656-89.1% | $139,487-93.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 38.98% | 106.87%-67.9pp | 593.09%-554.1pp | 373.84%-334.9pp |
| Employer contribution / active EE | $2,208 | $3,267-32.4% | $3,025-27.0% | $4,755-53.6% |
| Participant deferral / active EE | $3,106 | $4,838-35.8% | $4,439-30.0% | $6,713-53.7% |
| Admin fee / account holder | $20 | $6,414-99.7% | $5,619-99.6% | $11,407-99.8% |