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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,264 | $88,754-92.9% | $81,820-92.3% | $145,877-95.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 30.17% | 1031.77%-1001.6pp | 777.93%-747.8pp | 551.28%-521.1pp |
| Employer contribution / active EE | $1,493 | $3,085-51.6% | $2,915-48.8% | $4,663-68.0% |
| Participant deferral / active EE | $1,977 | $4,648-57.5% | $4,323-54.3% | $6,691-70.5% |
| Admin fee / account holder | $48 | $8,424-99.4% | $7,391-99.4% | $13,402-99.6% |