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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,446 | $88,815-90.5% | $81,882-89.7% | $145,897-94.2% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 13.93% | 1033.75%-1019.8pp | 779.47%-765.5pp | 552.29%-538.4pp |
| Employer contribution / active EE | $489 | $3,086-84.2% | $2,916-83.2% | $4,663-89.5% |
| Participant deferral / active EE | $1,502 | $4,647-67.7% | $4,323-65.3% | $6,689-77.5% |
| Admin fee / account holder | $71 | $8,434-99.2% | $7,360-99.0% | $13,390-99.5% |