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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,628 | $100,911-85.5% | $90,440-83.8% | $158,966-90.8% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.7%+16.8pp | 82.0%+7.5pp |
| Annual return | 15.41% | 1726.62%-1711.2pp | 1294.38%-1279.0pp | 302.95%-287.5pp |
| Employer contribution / active EE | $1,061 | $3,690-71.2% | $3,263-67.5% | $4,762-77.7% |
| Participant deferral / active EE | $1,995 | $4,348-54.1% | $3,964-49.7% | $5,983-66.6% |
| Admin fee / account holder | $10 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |