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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,854 | $103,038-89.5% | $90,324-88.0% | $152,909-92.9% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.5%+11.3pp |
| Annual return | 22.98% | 95.25%-72.3pp | 78.15%-55.2pp | 345.46%-322.5pp |
| Employer contribution / active EE | $849 | $3,141-73.0% | $2,856-70.3% | $4,764-82.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |