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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,378 | $88,710-88.3% | $81,783-87.3% | $145,959-92.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.11% | 1027.26%-1015.2pp | 775.05%-762.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $759 | $3,083-75.4% | $2,913-73.9% | $4,661-83.7% |
| Participant deferral / active EE | $1,121 | $4,645-75.9% | $4,320-74.1% | $6,689-83.2% |
| Admin fee / account holder | $50 | $8,407-99.4% | $7,380-99.3% | $13,398-99.6% |