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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,089 | $96,643-91.6% | $86,617-90.7% | $139,456-94.2% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 42.01% | 106.57%-64.6pp | 591.91%-549.9pp | 373.45%-331.4pp |
| Employer contribution / active EE | $1,613 | $3,264-50.6% | $3,023-46.7% | $4,753-66.1% |
| Participant deferral / active EE | $3,205 | $4,835-33.7% | $4,437-27.8% | $6,711-52.2% |
| Admin fee / account holder | $14 | $6,406-99.8% | $5,613-99.8% | $11,407-99.9% |