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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,764 | $109,372-86.5% | $89,414-83.5% | $158,966-90.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 60.06% | 345.55%-285.5pp | 245.50%-185.4pp | 302.95%-242.9pp |
| Employer contribution / active EE | $975 | $3,171-69.2% | $2,586-62.3% | $4,762-79.5% |
| Participant deferral / active EE | $1,183 | $4,598-74.3% | $3,890-69.6% | $5,983-80.2% |
| Admin fee / account holder | $158 | $6,156-97.4% | $4,883-96.8% | $11,250-98.6% |