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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,050 | $52,353-73.2% | $120,225-88.3% | $82,448-83.0% |
| Participation rate | 75.8% | 58.3%+17.4pp | 69.6%+6.2pp | 68.1%+7.7pp |
| Annual return | 14.47% | 61.85%-47.4pp | 439.23%-424.8pp | 41.64%-27.2pp |
| Employer contribution / active EE | $768 | $1,510-49.1% | $3,475-77.9% | $2,551-69.9% |
| Participant deferral / active EE | $1,816 | $2,627-30.9% | $3,999-54.6% | $4,139-56.1% |
| Admin fee / account holder | $220 | $4,363-95.0% | $5,696-96.1% | $7,234-97.0% |