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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,926 | $88,754-85.4% | $81,820-84.2% | $145,877-91.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.48% | 1031.77%-1018.3pp | 777.93%-764.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,414 | $3,085-54.2% | $2,915-51.5% | $4,663-69.7% |
| Participant deferral / active EE | $1,032 | $4,648-77.8% | $4,323-76.1% | $6,691-84.6% |
| Admin fee / account holder | $136 | $8,424-98.4% | $7,391-98.2% | $13,402-99.0% |