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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,962 | $96,388-90.7% | $80,627-88.9% | $139,466-93.6% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 23.75% | 1352.08%-1328.3pp | 936.76%-913.0pp | 373.66%-349.9pp |
| Employer contribution / active EE | $1,398 | $3,260-57.1% | $2,723-48.7% | $4,754-70.6% |
| Participant deferral / active EE | $2,866 | $5,224-45.1% | $4,443-35.5% | $6,712-57.3% |
| Admin fee / account holder | $126 | $6,603-98.1% | $5,381-97.7% | $11,409-98.9% |