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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,462 | $109,411-76.7% | $89,435-71.5% | $158,982-84.0% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 41.39% | 345.68%-304.3pp | 245.55%-204.2pp | 302.99%-261.6pp |
| Employer contribution / active EE | $798 | $3,173-74.8% | $2,587-69.1% | $4,763-83.2% |
| Participant deferral / active EE | $1,035 | $4,600-77.5% | $3,890-73.4% | $5,983-82.7% |
| Admin fee / account holder | $22 | $6,159-99.6% | $4,884-99.5% | $11,252-99.8% |