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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,821 | $111,535-91.2% | $105,223-90.7% | $137,256-92.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 22.86% | 237.85%-215.0pp | 180.65%-157.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,549 | $3,939-60.7% | $3,689-58.0% | $4,156-62.7% |
| Participant deferral / active EE | $2,877 | $5,500-47.7% | $5,072-43.3% | $6,407-55.1% |
| Admin fee / account holder | $49 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |