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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,926 | $88,815-85.4% | $81,882-84.2% | $145,897-91.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.48% | 1033.75%-1020.3pp | 779.47%-766.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,414 | $3,086-54.2% | $2,916-51.5% | $4,663-69.7% |
| Participant deferral / active EE | $1,032 | $4,647-77.8% | $4,323-76.1% | $6,689-84.6% |
| Admin fee / account holder | $136 | $8,434-98.4% | $7,360-98.1% | $13,390-99.0% |