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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,571 | $88,778-90.3% | $81,844-89.5% | $145,884-94.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 15.28% | 1033.03%-1017.8pp | 778.87%-763.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $954 | $3,087-69.1% | $2,916-67.3% | $4,662-79.5% |
| Participant deferral / active EE | $1,800 | $4,648-61.3% | $4,323-58.4% | $6,690-73.1% |
| Admin fee / account holder | $48 | $8,430-99.4% | $7,355-99.3% | $13,392-99.6% |