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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,182 | $96,388-92.5% | $80,627-91.1% | $139,466-94.9% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 34.16% | 1352.08%-1317.9pp | 936.76%-902.6pp | 373.66%-339.5pp |
| Employer contribution / active EE | $2,584 | $3,260-20.7% | $2,723-5.1% | $4,754-45.6% |
| Participant deferral / active EE | $2,584 | $5,224-50.5% | $4,443-41.8% | $6,712-61.5% |
| Admin fee / account holder | $13 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |