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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,585 | $111,785-87.8% | $93,669-85.5% | $145,877-90.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 14.79% | 203.79%-189.0pp | 133.59%-118.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,267 | $3,096-59.1% | $2,424-47.7% | $4,663-72.8% |
| Participant deferral / active EE | $4,468 | $4,919-9.2% | $4,416+1.2% | $6,691-33.2% |
| Admin fee / account holder | $34 | $10,256-99.7% | $8,291-99.6% | $13,402-99.7% |