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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,440 | $96,508-86.1% | $75,901-82.3% | $152,897-91.2% |
| Participation rate | 87.0% | 76.2%+10.8pp | 69.3%+17.7pp | 82.5%+4.5pp |
| Annual return | 140.26% | 33.99%+106.3pp | 30.76%+109.5pp | 345.43%-205.2pp |
| Employer contribution / active EE | $1,460 | $3,310-55.9% | $2,501-41.6% | $4,764-69.3% |
| Participant deferral / active EE | $3,789 | $4,554-16.8% | $3,603+5.1% | $5,851-35.2% |
| Admin fee / account holder | $248 | $8,081-96.9% | $5,420-95.4% | $11,599-97.9% |