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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,358 | $96,388-90.3% | $80,627-88.4% | $139,466-93.3% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 22.36% | 1352.08%-1329.7pp | 936.76%-914.4pp | 373.66%-351.3pp |
| Employer contribution / active EE | $1,382 | $3,260-57.6% | $2,723-49.2% | $4,754-70.9% |
| Participant deferral / active EE | $7,971 | $5,224+52.6% | $4,443+79.4% | $6,712+18.8% |
| Admin fee / account holder | $60 | $6,603-99.1% | $5,381-98.9% | $11,409-99.5% |