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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,231 | $88,702-88.5% | $81,780-87.5% | $145,978-93.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 11.56% | 1029.12%-1017.6pp | 776.27%-764.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,167 | $3,084-62.2% | $2,914-60.0% | $4,662-75.0% |
| Participant deferral / active EE | $2,139 | $4,645-54.0% | $4,321-50.5% | $6,690-68.0% |
| Admin fee / account holder | $146 | $8,414-98.3% | $7,384-98.0% | $13,400-98.9% |