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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,683 | $88,815-60.9% | $81,882-57.6% | $145,897-76.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.99% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,502 | $3,086-51.3% | $2,916-48.5% | $4,663-67.8% |
| Participant deferral / active EE | $5,500 | $4,647+18.4% | $4,323+27.2% | $6,689-17.8% |
| Admin fee / account holder | $97 | $8,434-98.8% | $7,360-98.7% | $13,390-99.3% |