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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,299 | $88,754-81.6% | $81,820-80.1% | $145,877-88.8% |
| Participation rate | 95.5% | 75.1%+20.4pp | 72.4%+23.1pp | 80.3%+15.2pp |
| Annual return | 27.66% | 1031.77%-1004.1pp | 777.93%-750.3pp | 551.28%-523.6pp |
| Employer contribution / active EE | $1,522 | $3,085-50.7% | $2,915-47.8% | $4,663-67.4% |
| Participant deferral / active EE | $5,529 | $4,648+19.0% | $4,323+27.9% | $6,691-17.4% |
| Admin fee / account holder | $6 | $8,424-99.9% | $7,391-99.9% | $13,402-100.0% |