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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,546 | $90,489-86.1% | $76,051-83.5% | $145,978-91.4% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | 8.54% | 622.78%-614.2pp | 360.42%-351.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $954 | $3,319-71.3% | $2,690-64.5% | $4,662-79.5% |
| Participant deferral / active EE | $5,600 | $5,164+8.4% | $4,257+31.5% | $6,690-16.3% |
| Admin fee / account holder | $83 | $8,374-99.0% | $6,416-98.7% | $13,400-99.4% |