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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,742 | $96,678-85.8% | $86,640-84.1% | $139,466-90.1% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 22.63% | 106.69%-84.1pp | 592.52%-569.9pp | 373.66%-351.0pp |
| Employer contribution / active EE | $1,889 | $3,265-42.1% | $3,024-37.5% | $4,754-60.3% |
| Participant deferral / active EE | $4,026 | $4,837-16.8% | $4,438-9.3% | $6,712-40.0% |
| Admin fee / account holder | $107 | $6,410-98.3% | $5,616-98.1% | $11,409-99.1% |