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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,633 | $81,696-83.3% | $70,494-80.7% | $158,982-91.4% |
| Participation rate | 81.3% | 77.7%+3.5pp | 75.1%+6.2pp | 82.0%-0.7pp |
| Annual return | 51.94% | 208.70%-156.8pp | 109.16%-57.2pp | 302.99%-251.0pp |
| Employer contribution / active EE | $464 | $3,220-85.6% | $2,738-83.1% | $4,763-90.3% |
| Participant deferral / active EE | $3,077 | $4,558-32.5% | $3,711-17.1% | $5,983-48.6% |
| Admin fee / account holder | $153 | $6,200-97.5% | $3,848-96.0% | $11,252-98.6% |