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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,356 | $88,778-81.6% | $81,844-80.0% | $145,884-88.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 14.75% | 1033.03%-1018.3pp | 778.87%-764.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,078 | $3,087-32.7% | $2,916-28.7% | $4,662-55.4% |
| Participant deferral / active EE | $3,422 | $4,648-26.4% | $4,323-20.8% | $6,690-48.8% |
| Admin fee / account holder | $202 | $8,430-97.6% | $7,355-97.3% | $13,392-98.5% |