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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,724 | $100,911-86.4% | $90,440-84.8% | $158,966-91.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 20.20% | 1726.62%-1706.4pp | 1294.38%-1274.2pp | 302.95%-282.8pp |
| Employer contribution / active EE | $1,805 | $3,690-51.1% | $3,263-44.7% | $4,762-62.1% |
| Participant deferral / active EE | $5,738 | $4,348+31.9% | $3,964+44.8% | $5,983-4.1% |
| Admin fee / account holder | $72 | $6,507-98.9% | $5,615-98.7% | $11,250-99.4% |