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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,546 | $90,691-86.2% | $76,119-83.5% | $145,884-91.4% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 8.54% | 624.52%-616.0pp | 361.25%-352.7pp | 551.85%-543.3pp |
| Employer contribution / active EE | $954 | $3,329-71.3% | $2,693-64.6% | $4,662-79.5% |
| Participant deferral / active EE | $5,600 | $5,167+8.4% | $4,259+31.5% | $6,690-16.3% |
| Admin fee / account holder | $83 | $8,383-99.0% | $6,421-98.7% | $13,392-99.4% |