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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,009 | $96,643-92.7% | $86,617-91.9% | $139,456-95.0% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.8pp |
| Annual return | 33.75% | 106.57%-72.8pp | 591.91%-558.2pp | 373.45%-339.7pp |
| Employer contribution / active EE | $973 | $3,264-70.2% | $3,023-67.8% | $4,753-79.5% |
| Participant deferral / active EE | $2,553 | $4,835-47.2% | $4,437-42.5% | $6,711-62.0% |
| Admin fee / account holder | $15 | $6,406-99.8% | $5,613-99.7% | $11,407-99.9% |