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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,297 | $115,814-81.6% | $101,275-79.0% | $158,982-86.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 39.96% | 56.16%-16.2pp | 46.48%-6.5pp | 302.99%-263.0pp |
| Employer contribution / active EE | $818 | $4,176-80.4% | $3,660-77.7% | $4,763-82.8% |
| Participant deferral / active EE | $2,650 | $4,958-46.6% | $4,371-39.4% | $5,983-55.7% |
| Admin fee / account holder | $8 | $7,249-99.9% | $5,948-99.9% | $11,252-99.9% |