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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,184 | $73,421-67.1% | $66,439-63.6% | $155,188-84.4% |
| Participation rate | 84.6% | 79.7%+4.9pp | 74.5%+10.1pp | 80.8%+3.8pp |
| Annual return | 13.20% | 1382.37%-1369.2pp | 757.66%-744.5pp | 148.84%-135.6pp |
| Employer contribution / active EE | $877 | $3,039-71.2% | $2,637-66.8% | $4,248-79.4% |
| Participant deferral / active EE | $1,341 | $4,680-71.4% | $3,876-65.4% | $6,531-79.5% |
| Admin fee / account holder | $248 | $8,856-97.2% | $6,173-96.0% | $14,480-98.3% |