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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,837 | $88,778-81.0% | $81,844-79.4% | $145,884-88.5% |
| Participation rate | 89.5% | 75.1%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 14.34% | 1033.03%-1018.7pp | 778.87%-764.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,570 | $3,087-49.1% | $2,916-46.2% | $4,662-66.3% |
| Participant deferral / active EE | $3,214 | $4,648-30.9% | $4,323-25.7% | $6,690-52.0% |
| Admin fee / account holder | $141 | $8,430-98.3% | $7,355-98.1% | $13,392-98.9% |