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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,856 | $100,073-88.2% | $85,126-86.1% | $145,877-91.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 155.65% | 84.11%+71.5pp | 66.63%+89.0pp | 551.28%-395.6pp |
| Employer contribution / active EE | $1,509 | $3,236-53.4% | $2,731-44.8% | $4,663-67.6% |
| Participant deferral / active EE | $2,345 | $5,294-55.7% | $4,523-48.2% | $6,691-65.0% |
| Admin fee / account holder | $22 | $7,261-99.7% | $6,160-99.6% | $13,402-99.8% |