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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,345 | $88,754-85.0% | $81,820-83.7% | $145,877-90.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.48% | 1031.77%-1019.3pp | 777.93%-765.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,553 | $3,085-49.7% | $2,915-46.7% | $4,663-66.7% |
| Participant deferral / active EE | $5,750 | $4,648+23.7% | $4,323+33.0% | $6,691-14.1% |
| Admin fee / account holder | $131 | $8,424-98.4% | $7,391-98.2% | $13,402-99.0% |