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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,804 | $111,785-87.7% | $93,669-85.3% | $145,877-90.5% |
| Participation rate | 85.0% | 74.2%+10.8pp | 68.7%+16.3pp | 80.3%+4.7pp |
| Annual return | 12.04% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $909 | $3,096-70.6% | $2,424-62.5% | $4,663-80.5% |
| Participant deferral / active EE | $3,016 | $4,919-38.7% | $4,416-31.7% | $6,691-54.9% |
| Admin fee / account holder | $234 | $10,256-97.7% | $8,291-97.2% | $13,402-98.3% |