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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,962 | $96,361-90.7% | $80,607-88.9% | $139,456-93.6% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 23.75% | 1350.95%-1327.2pp | 936.11%-912.4pp | 373.45%-349.7pp |
| Employer contribution / active EE | $1,398 | $3,262-57.2% | $2,724-48.7% | $4,753-70.6% |
| Participant deferral / active EE | $2,866 | $5,232-45.2% | $4,448-35.6% | $6,711-57.3% |
| Admin fee / account holder | $126 | $6,601-98.1% | $5,379-97.7% | $11,407-98.9% |