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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,837 | $88,815-81.0% | $81,882-79.4% | $145,897-88.5% |
| Participation rate | 89.5% | 75.1%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 14.34% | 1033.75%-1019.4pp | 779.47%-765.1pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,570 | $3,086-49.1% | $2,916-46.1% | $4,663-66.3% |
| Participant deferral / active EE | $3,214 | $4,647-30.8% | $4,323-25.7% | $6,689-52.0% |
| Admin fee / account holder | $141 | $8,434-98.3% | $7,360-98.1% | $13,390-98.9% |