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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,657 | $111,830-87.8% | $93,696-85.4% | $145,884-90.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 11.09% | 204.08%-193.0pp | 133.74%-122.6pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,224 | $3,093-60.4% | $2,422-49.5% | $4,662-73.8% |
| Participant deferral / active EE | $7,542 | $4,920+53.3% | $4,417+70.8% | $6,690+12.7% |
| Admin fee / account holder | $92 | $10,249-99.1% | $8,287-98.9% | $13,392-99.3% |