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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,378 | $88,754-88.3% | $81,820-87.3% | $145,877-92.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.11% | 1031.77%-1019.7pp | 777.93%-765.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $759 | $3,085-75.4% | $2,915-74.0% | $4,663-83.7% |
| Participant deferral / active EE | $1,121 | $4,648-75.9% | $4,323-74.1% | $6,691-83.3% |
| Admin fee / account holder | $50 | $8,424-99.4% | $7,391-99.3% | $13,402-99.6% |