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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,622 | $85,024-88.7% | $70,544-86.4% | $139,466-93.1% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.4%+4.4pp | 80.3%-7.6pp |
| Annual return | 121.51% | 30.39%+91.1pp | 32.79%+88.7pp | 373.66%-252.2pp |
| Employer contribution / active EE | $1,019 | $3,912-74.0% | $2,976-65.8% | $4,754-78.6% |
| Participant deferral / active EE | $3,923 | $5,891-33.4% | $4,568-14.1% | $6,712-41.6% |
| Admin fee / account holder | $154 | $8,928-98.3% | $6,427-97.6% | $11,409-98.6% |