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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,880 | $88,754-93.4% | $81,820-92.8% | $145,877-96.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 12.10% | 1031.77%-1019.7pp | 777.93%-765.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $442 | $3,085-85.7% | $2,915-84.8% | $4,663-90.5% |
| Participant deferral / active EE | $767 | $4,648-83.5% | $4,323-82.2% | $6,691-88.5% |
| Admin fee / account holder | $228 | $8,424-97.3% | $7,391-96.9% | $13,402-98.3% |