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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,879 | $100,203-90.1% | $85,240-88.4% | $145,897-93.2% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 195.95% | 84.28%+111.7pp | 66.75%+129.2pp | 552.29%-356.3pp |
| Employer contribution / active EE | $1,526 | $3,242-52.9% | $2,735-44.2% | $4,663-67.3% |
| Participant deferral / active EE | $2,741 | $5,299-48.3% | $4,527-39.4% | $6,689-59.0% |
| Admin fee / account holder | $179 | $7,265-97.5% | $6,165-97.1% | $13,390-98.7% |