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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,555 | $111,878-87.0% | $93,727-84.5% | $145,897-90.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+23.0pp | 80.3%+11.4pp |
| Annual return | 13.70% | 204.28%-190.6pp | 133.83%-120.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,304 | $3,092-57.8% | $2,421-46.1% | $4,663-72.0% |
| Participant deferral / active EE | $3,383 | $4,920-31.2% | $4,417-23.4% | $6,689-49.4% |
| Admin fee / account holder | $144 | $10,256-98.6% | $8,292-98.3% | $13,390-98.9% |