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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,456 | $167,030-89.5% | $135,768-87.1% | $155,188-88.8% |
| Participation rate | 85.7% | 76.2%+9.6pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 22.42% | 678.39%-656.0pp | 526.10%-503.7pp | 148.84%-126.4pp |
| Employer contribution / active EE | $1,692 | $4,132-59.0% | $3,394-50.1% | $4,248-60.2% |
| Participant deferral / active EE | $2,533 | $4,528-44.0% | $3,977-36.3% | $6,531-61.2% |
| Admin fee / account holder | $75 | $8,172-99.1% | $7,048-98.9% | $14,480-99.5% |