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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,751 | $88,815-82.3% | $81,882-80.8% | $145,897-89.2% |
| Participation rate | 78.6% | 75.1%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 19.06% | 1033.75%-1014.7pp | 779.47%-760.4pp | 552.29%-533.2pp |
| Employer contribution / active EE | $404 | $3,086-86.9% | $2,916-86.2% | $4,663-91.3% |
| Participant deferral / active EE | $1,512 | $4,647-67.5% | $4,323-65.0% | $6,689-77.4% |
| Admin fee / account holder | $20 | $8,434-99.8% | $7,360-99.7% | $13,390-99.8% |