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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,336 | $90,614-85.3% | $76,089-82.5% | $145,877-90.9% |
| Participation rate | 87.0% | 74.5%+12.5pp | 69.1%+17.9pp | 80.3%+6.7pp |
| Annual return | 13.84% | 623.80%-610.0pp | 360.94%-347.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,472 | $3,324-55.7% | $2,690-45.3% | $4,663-68.4% |
| Participant deferral / active EE | $2,812 | $5,168-45.6% | $4,259-34.0% | $6,691-58.0% |
| Admin fee / account holder | $116 | $8,376-98.6% | $6,418-98.2% | $13,402-99.1% |