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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,815 | $126,113-90.6% | $116,096-89.8% | $155,188-92.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 73.3%+14.2pp | 80.8%+6.7pp |
| Annual return | 247.30% | 391.72%-144.4pp | 326.25%-78.9pp | 148.84%+98.5pp |
| Employer contribution / active EE | $549 | $2,672-79.4% | $2,503-78.1% | $4,248-87.1% |
| Participant deferral / active EE | $2,097 | $4,162-49.6% | $3,952-46.9% | $6,531-67.9% |
| Admin fee / account holder | $15 | $8,045-99.8% | $7,704-99.8% | $14,480-99.9% |