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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,056 | $88,815-85.3% | $81,882-84.1% | $145,897-91.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 17.56% | 1033.75%-1016.2pp | 779.47%-761.9pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,148 | $3,086-62.8% | $2,916-60.6% | $4,663-75.4% |
| Participant deferral / active EE | $6,603 | $4,647+42.1% | $4,323+52.7% | $6,689-1.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |