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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,873 | $99,011-79.9% | $86,582-77.0% | $147,586-86.5% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 14.09% | 1312.75%-1298.7pp | 965.08%-951.0pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,332 | $3,132-57.5% | $2,839-53.1% | $4,876-72.7% |
| Participant deferral / active EE | $3,966 | $3,972-0.2% | $3,609+9.9% | $5,439-27.1% |
| Admin fee / account holder | $173 | $5,709-97.0% | $4,904-96.5% | $10,886-98.4% |