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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,995 | $154,754-93.5% | $124,206-92.0% | $138,895-92.8% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.6%+13.8pp | 79.9%+3.4pp |
| Annual return | 20.38% | 709.28%-688.9pp | 515.27%-494.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,082 | $4,446-75.7% | $3,540-69.4% | $4,194-74.2% |
| Participant deferral / active EE | $1,615 | $4,621-65.1% | $3,968-59.3% | $6,396-74.8% |
| Admin fee / account holder | $19 | $6,690-99.7% | $5,929-99.7% | $12,562-99.9% |