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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,345 | $88,702-85.0% | $81,780-83.7% | $145,978-90.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.48% | 1029.12%-1016.6pp | 776.27%-763.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,553 | $3,084-49.7% | $2,914-46.7% | $4,662-66.7% |
| Participant deferral / active EE | $5,750 | $4,645+23.8% | $4,321+33.1% | $6,690-14.0% |
| Admin fee / account holder | $131 | $8,414-98.4% | $7,384-98.2% | $13,400-99.0% |