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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,240 | $105,960-88.4% | $81,726-85.0% | $158,982-92.3% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.0%+11.3pp | 82.0%+1.4pp |
| Annual return | 0.00% | 38.19%-38.2pp | 29.49%-29.5pp | 302.99%-303.0pp |
| Employer contribution / active EE | $2,492 | $7,805-68.1% | $4,311-42.2% | $4,763-47.7% |
| Participant deferral / active EE | $7,145 | $13,011-45.1% | $7,108+0.5% | $5,983+19.4% |
| Admin fee / account holder | $12 | $8,494-99.9% | $5,160-99.8% | $11,252-99.9% |