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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,241 | $125,778-91.9% | $114,563-91.1% | $154,746-93.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.9%+14.6pp | 80.7%+6.8pp |
| Annual return | 20.49% | 295.14%-274.6pp | 241.09%-220.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,468 | $2,806-47.7% | $2,592-43.4% | $4,379-66.5% |
| Participant deferral / active EE | $4,098 | $4,445-7.8% | $4,142-1.1% | $6,730-39.1% |
| Admin fee / account holder | $263 | $8,190-96.8% | $7,623-96.6% | $14,365-98.2% |